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Schwab US REIT ETF
SCHH

Overview Fund Activity

508 hedge funds and large institutions have $4.23B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.81%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
63
Increased
186
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.17B
2
US Bancorp
US Bancorp
Minnesota
$646M
3
BlackRock
BlackRock
New York
$25.2M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$8.52M
5
CJH
Christopher J. Hasenberg
Wisconsin
$8.49M

Top Sellers

1
QC
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
Creative Planning
Kansas
$479M
4
Raymond James Financial
Raymond James Financial
Florida
$4.11M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
301
Rialto Wealth Management
New York
$267K +$22.7K +1,075 +9%
RW
302
REDW Wealth
New Mexico
$262K -$180K -8,524 -41%
GC
303
Garde Capital
Washington
$262K -$65.9K -3,115 -20%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$252K -$20K -944 -7%
AQR Capital Management
305
AQR Capital Management
Connecticut
$250K +$250K +11,838 New
AIM
306
Aurora Investment Managers
Florida
$249K +$249K +11,781 New
RP
307
Regal Partners
Australia
$247K +$247K +11,651 New
FLFS
308
Family Legacy Financial Solutions
North Carolina
$246K +$246K +11,623 New
CPL
309
CAP Partners LLC
Tennessee
$245K -$10.3K -487 -4%
TPA
310
Trivium Point Advisory
Connecticut
$243K +$4.21K +199 +2%
B
311
Bensler
Washington
$242K -$154K -7,266 -39%
MWM
312
Meridian Wealth Management
Kentucky
$242K +$242K +11,424 New
PHIC
313
Pine Haven Investment Counsel
Massachusetts
$240K +$240K +11,341 New
IA
314
IFG Advisory
Georgia
$240K +$28.1K +1,327 +13%
MAWA
315
Moss Adams Wealth Advisors
Washington
$239K +$239K +11,307 New
AFP
316
Ausdal Financial Partners
Iowa
$239K -$5.69K -269 -2%
ACA
317
Ascension Capital Advisors
Texas
$238K -$26.5K -1,250 -10%
BA
318
Bridgewater Advisors
New York
$236K +$86 +4 +0%
MIAS
319
Mason Investment Advisory Services
Virginia
$236K – – –
FWM
320
Fortress Wealth Management
California
$235K -$2.01K -95 -0.8%
CTC
321
Central Trust Company
Missouri
$234K +$124K +5,855 +113%
PAS
322
Park Avenue Securities
New York
$232K -$28.6K -1,351 -11%
LAM
323
Lewis Asset Management
California
$228K +$8.42K +398 +4%
SA
324
Skyline Advisors
Washington
$227K – – –
BJL
325
Brighton Jones LLC
Washington
$223K +$8.32K +393 +4%
11 12
13
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