SCHH icon

Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
276
Fort Point Capital Partners
California
$385K
Northern Trust
277
Northern Trust
Illinois
$384K
BSB
278
Bangor Savings Bank
Maine
$384K
HCP
279
Hardin Capital Partners
South Carolina
$383K
HSA
280
HBK Sorce Advisory
Pennsylvania
$378K
LAIC
281
Lederer & Associates Investment Counsel
California
$376K
BA
282
Blueline Advisors
New Hampshire
$376K
HFS
283
Heritage Financial Services
Massachusetts
$373K
CFD
284
Creative Financial Designs
Indiana
$370K
WF
285
Whelan Financial
California
$365K
AWM
286
Ariadne Wealth Management
California
$365K
PB
287
Pinnacle Bancorp
Nebraska
$364K
WWM
288
Western Wealth Management
Colorado
$362K
CAMG
289
CWA Asset Management Group
Florida
$354K
LFA
290
Laraway Financial Advisors
Minnesota
$352K
WC
291
Waterloo Capital
Texas
$346K
UAG
292
United Advisor Group
Ohio
$345K
PFC
293
Phocas Financial Corp
California
$343K
TIM
294
Thompson Investment Management
Wisconsin
$342K
KGP
295
Keystone Global Partners
Colorado
$340K
RFP
296
Root Financial Partners
California
$338K
PHIC
297
Pine Haven Investment Counsel
Massachusetts
$337K
EFP
298
Elser Financial Planning
Indiana
$337K
SC
299
Savant Capital
Illinois
$333K
VWA
300
VSM Wealth Advisory
Maryland
$333K