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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 %
BJL
326
Brighton Jones LLC
Washington
$218K +$5.87K +273 +3%
IA
327
IFG Advisory
Georgia
$215K +$215K +10,009 New
IAN
328
Integrated Advisors Network
Texas
$215K -$6.37K -296 -3%
FVWA
329
Foster Victor Wealth Advisors
South Carolina
$213K -$44.8K -2,256 -17%
UCFA
330
United Capital Financial Advisors
Texas
$212K +$212K +9,875 New
AF
331
Advisornet Financial
Minnesota
$211K -$27.5K -1,277 -12%
SFS
332
Strategic Financial Services
New York
$211K – – –
TWM
333
Tanglewood Wealth Management
Texas
$206K – – –
SC
334
Savant Capital
Illinois
$205K -$21K -975 -9%
DW
335
Dodds Wealth
Colorado
$205K +$86 +4 +0%
ACA
336
Aptus Capital Advisors
Alabama
$203K -$3.31K -154 -2%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$196K +$2.88K +134 +1%
KAS
338
Kestra Advisory Services
Texas
$191K +$191K +8,898 New
CIR
339
Clear Investment Research
Georgia
$175K – – –
LFG
340
Larson Financial Group
Missouri
$167K -$12.4K -575 -7%
BFPW
341
BOK Financial Private Wealth
Colorado
$161K – – –
WT
342
Whittier Trust
California
$154K – – –
SWIM
343
Smallwood Wealth Investment Management
New Jersey
$138K +$138K +6,435 New
MAFA
344
MJT & Associates Financial Advisory
Minnesota
$138K +$138K +6,395 New
ITIM
345
Indiana Trust & Investment Management
Indiana
$133K – – –
NP
346
NorthRock Partners
Minnesota
$128K +$22 +1 +0%
PWAM
347
Private Wealth Asset Management
Iowa
$117K +$117K +5,448 New
AWM
348
AE Wealth Management
Kansas
$114K +$13.5K +627 +13%
AssetMark Inc
349
AssetMark Inc
California
$114K +$48.1K +2,235 +73%
CTC
350
Central Trust Company
Missouri
$112K +$80.9K +3,763 +265%
12 13
14
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