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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 %
PPWM
326
Perissos Private Wealth Management
Oklahoma
$221K +$466 +22 +0.2%
LFG
327
Larson Financial Group
Missouri
$219K +$55.3K +2,613 +34%
BAMG
328
Brand Asset Management Group
Missouri
$218K -$12.1K -571 -5%
MFG
329
MidWestOne Financial Group
Iowa
$217K -$67.9K -3,208 -24%
CIA
330
Capital Investment Advisors
Georgia
$214K +$214K +10,096 New
BHCM
331
Brevan Howard Capital Management
Jersey
$214K +$214K +10,092 New
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$212K -$41.6K -1,968 -16%
TA
333
Tactive Advisors
Florida
$209K +$209K +9,896 New
CA
334
Clearstead Advisors
Ohio
$204K -$72.2K -3,412 -26%
DW
335
Dodds Wealth
Colorado
$202K +$106 +5 +0.1%
PHAM
336
Palisades Hudson Asset Management
Florida
$201K +$201K +9,505 New
ACA
337
Aptus Capital Advisors
Alabama
$199K -$1.46K -69 -0.7%
AIA
338
Armor Investment Advisors
North Carolina
$195K -$32K -1,511 -14%
AF
339
Advisornet Financial
Minnesota
$189K -$18.6K -881 -9%
GIM
340
Glenmede Investment Management
Pennsylvania
$188K +$188K +8,874 New
TIM
341
Total Investment Management
Arizona
$186K +$186K +8,804 New
Comerica Bank
342
Comerica Bank
Texas
$179K -$51.2K -2,422 -22%
CIR
343
Clear Investment Research
Georgia
$169K -$3.35K -158 -2%
BFPW
344
BOK Financial Private Wealth
Colorado
$158K – – –
BCWM
345
Bartlett & Co Wealth Management
Ohio
$153K -$136K -6,420 -47%
WT
346
Whittier Trust
California
$151K – – –
EWA
347
EP Wealth Advisors
California
$141K -$90.9K -4,295 -39%
NP
348
NorthRock Partners
Minnesota
$138K +$12.8K +604 +10%
MAFA
349
MJT & Associates Financial Advisory
Minnesota
$134K -$1.04K -49 -0.8%
ITIM
350
Indiana Trust & Investment Management
Indiana
$131K – – –
12 13
14
15 16