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Schwab US REIT ETF
SCHH

Overview Fund Activity

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
-10
Holders Change %
-1.96%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
54
Increased
205
Reduced
156
Closed
52
Calls
$391K
Puts
$161K
Net Calls
+$230K
Net Calls Change
+$1.53M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$29.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.2M
3
BEI
Benjamin Edwards Inc
Missouri
+$13.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
QC
Quadrature Capital
United Kingdom
+$9.63M

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$20.2M
2
Creative Planning
Creative Planning
Kansas
-$19.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.4M
4
TCM
Tradewinds Capital Management
Washington
-$10.7M
5
UBS Group
UBS Group
Switzerland
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
FF Advisors
California
$270K +$16.8K +795 +7%
ACA
302
Ascension Capital Advisors
Texas
$269K – – –
Sumitomo Mitsui Trust Group
303
Sumitomo Mitsui Trust Group
Japan
$267K +$267K +12,413 New
PAS
304
Park Avenue Securities
New York
$264K -$3.37K -157 -1%
RA
305
RFG Advisory
Alabama
$260K +$260K +12,070 New
CPL
306
CAP Partners LLC
Tennessee
$259K -$6.54K -304 -2%
CFP
307
Cypress Financial Planning
New Jersey
$258K +$10.3K +477 +4%
AFP
308
Ausdal Financial Partners
Iowa
$249K -$15.9K -737 -6%
RSWM
309
Robertson Stephens Wealth Management
California
$249K -$11.6K -539 -4%
RWM
310
Rialto Wealth Management
New York
$248K +$774 +36 +0.3%
TPA
311
Trivium Point Advisory
Connecticut
$243K +$243K +11,280 New
NRI
312
NFP Retirement Inc
California
$242K +$1.29K +60 +0.5%
FWM
313
Fortress Wealth Management
California
$240K +$1.85K +86 +0.8%
MIAS
314
Mason Investment Advisory Services
Virginia
$240K – – –
EWA
315
EP Wealth Advisors
California
$236K +$44.5K +2,068 +23%
Comerica Bank
316
Comerica Bank
Texas
$234K -$108K -5,032 -32%
BAMG
317
Brand Asset Management Group
Missouri
$234K -$22.4K -1,040 -9%
AWE
318
Avidian Wealth Enterprises
Texas
$231K +$946 +44 +0.4%
SA
319
Skyline Advisors
Washington
$231K – – –
AIA
320
Armor Investment Advisors
North Carolina
$231K -$1.89K -88 -0.8%
BA
321
Bridgewater Advisors
New York
$229K +$229K +10,944 New
MAM
322
Marotta Asset Management
Virginia
$228K +$228K +9,822 New
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$227K +$64.2K +3,390 +39%
PPWM
324
Perissos Private Wealth Management
Oklahoma
$224K -$142K -6,600 -39%
LAM
325
Lewis Asset Management
California
$223K +$13.1K +611 +6%
11 12
13
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