SCHH icon

Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$229K
BA
327
Bridgewater Advisors
New York
$225K
SFA
328
Sequoia Financial Advisors
Ohio
$224K
PPWM
329
Perissos Private Wealth Management
Oklahoma
$223K
RSWM
330
Robertson Stephens Wealth Management
California
$221K
MFG
331
MidWestOne Financial Group
Iowa
$221K
BJL
332
Brighton Jones LLC
Washington
$219K
CWA
333
Cura Wealth Advisors
Illinois
$218K
B
334
Bensler
Washington
$217K
MGW
335
MB Generational Wealth
Washington
$217K
FWI
336
Facet Wealth Inc
Maryland
$216K
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$213K
SL
338
SWMG LLC
Texas
$212K
SWA
339
Sax Wealth Advisors
New Jersey
$211K
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$208K
Russell Investments Group
341
Russell Investments Group
United Kingdom
$207K
PHAM
342
Palisades Hudson Asset Management
Florida
$206K
DW
343
Dodds Wealth
Colorado
$206K
AF
344
Advisornet Financial
Minnesota
$201K
LFG
345
Larson Financial Group
Missouri
$197K
GIM
346
Glenmede Investment Management
Pennsylvania
$186K
AIP
347
Ameritas Investment Partners
Nebraska
$174K
HWA
348
Heartwood Wealth Advisors
Virginia
$172K
CIR
349
Clear Investment Research
Georgia
$172K
JFG
350
JDM Financial Group
Texas
$171K