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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 %
BIG
351
Brooklyn Investment Group
New York
$125K +$125K +5,909 New
PWAM
352
Private Wealth Asset Management
Iowa
$121K +$6.05K +286 +5%
William Blair & Company
353
William Blair & Company
Illinois
$113K +$19.2K +906 +20%
MYIA
354
Mount Yale Investment Advisors
Colorado
$107K +$107K +5,074 New
AAS
355
Ameritas Advisory Services
Nebraska
$94.3K +$94.3K +4,458 New
AWM
356
AE Wealth Management
Kansas
$91.1K -$21.2K -1,003 -19%
FFWM
357
Future Financial Wealth Management
Ohio
$82.5K – – –
CIAS
358
Capital Investment Advisory Services
North Carolina
$81.7K +$106 +5 +0.1%
FRA
359
Front Row Advisors
California
$75.8K -$12.6K -595 -14%
BCM
360
Blume Capital Management
California
$74.7K -$2.12K -100 -3%
CAL
361
Capital Analysts LLC
Pennsylvania
$74K -$3.41K -161 -4%
GRP
362
Global Retirement Partners
California
$73.1K +$73.1K +3,454 New
JFG
363
JDM Financial Group
Texas
$73K – – –
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$71.5K +$51.5K +2,433 +257%
HR
365
Howe & Rusling
New York
$68.7K +$34.9K +1,651 +104%
CNBTD
366
Citizens National Bank Trust Department
Mississippi
$64K – – –
BA
367
Bristlecone Advisors
Washington
$62.9K +$487 +23 +0.8%
AA
368
Ancora Advisors
Ohio
$62.3K -$10.9K -513 -15%
OIA
369
Optimum Investment Advisors
Illinois
$58.3K +$2.16K +102 +4%
HI
370
Harbour Investments
Wisconsin
$55.9K +$11.9K +562 +27%
SA
371
SRH Advisors
Kansas
$55K +$254 +12 +0.5%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$54.7K +$14.8K +699 +37%
AssetMark Inc
373
AssetMark Inc
California
$52.5K -$59.6K -2,818 -53%
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.9K +$50.9K +2,407 New
C
375
Covestor
United Kingdom
$50K +$19.4K +910 +64%
13 14
15
16 17