SCHH icon

Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
FF Advisors
California
$270K
ACA
302
Ascension Capital Advisors
Texas
$269K
Sumitomo Mitsui Trust Group
303
Sumitomo Mitsui Trust Group
Japan
$267K
PAS
304
Park Avenue Securities
New York
$264K
RA
305
RFG Advisory
Alabama
$260K
CPL
306
CAP Partners LLC
Tennessee
$259K
CFP
307
Cypress Financial Planning
New Jersey
$258K
AFP
308
Ausdal Financial Partners
Iowa
$249K
RSWM
309
Robertson Stephens Wealth Management
California
$249K
RWM
310
Rialto Wealth Management
New York
$248K
TPA
311
Trivium Point Advisory
Connecticut
$243K
NRI
312
NFP Retirement Inc
California
$242K
FWM
313
Fortress Wealth Management
California
$240K
MIAS
314
Mason Investment Advisory Services
Virginia
$240K
EWA
315
EP Wealth Advisors
California
$236K
Comerica Bank
316
Comerica Bank
Texas
$234K
BAMG
317
Brand Asset Management Group
Missouri
$234K
AWE
318
Avidian Wealth Enterprises
Texas
$231K
SA
319
Skyline Advisors
Washington
$231K
AIA
320
Armor Investment Advisors
North Carolina
$231K
BA
321
Bridgewater Advisors
New York
$229K
MAM
322
Marotta Asset Management
Virginia
$228K
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$227K
PPWM
324
Perissos Private Wealth Management
Oklahoma
$224K
LAM
325
Lewis Asset Management
California
$223K