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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 %
William Blair & Company
351
William Blair & Company
Illinois
$95.3K +$14.1K +656 +17%
SIS
352
Sound Income Strategies
Florida
$94.8K +$34.9K +1,623 +58%
FRA
353
Front Row Advisors
California
$89.9K – – –
FFWM
354
Future Financial Wealth Management
Ohio
$83.9K – – –
CIAS
355
Capital Investment Advisory Services
North Carolina
$83K -$194 -9 -0.2%
CAL
356
Capital Analysts LLC
Pennsylvania
$79K -$108 -5 -0.1%
BCM
357
Blume Capital Management
California
$78.1K – – –
AA
358
Ancora Advisors
Ohio
$74.3K +$10.5K +490 +17%
JFG
359
JDM Financial Group
Texas
$74.2K – – –
WSFS
360
Wilmington Savings Fund Society
Delaware
$68.7K +$48.3K +2,244 +236%
CNBTD
361
Citizens National Bank Trust Department
Mississippi
$65K +$65K +3,023 New
BA
362
Bristlecone Advisors
Washington
$63.5K +$280 +13 +0.4%
GT
363
Glenmede Trust
Pennsylvania
$62.6K +$62.6K +2,910 New
OIA
364
Optimum Investment Advisors
Illinois
$57.1K +$2.22K +103 +4%
SA
365
SRH Advisors
Kansas
$55.7K +$172 +8 +0.3%
IBOK
366
Independence Bank of Kentucky
Kentucky
$49.9K +$48K +2,231 +2,479%
PTC
367
Private Trust Company
Ohio
$49.5K – – –
HI
368
Harbour Investments
Wisconsin
$44.7K +$20.9K +973 +88%
GWM
369
GSB Wealth Management
Connecticut
$42.3K +$42.3K +1,965 New
CFO
370
CVA Family Office
Colorado
$41.8K +$22 +1 +0.1%
GCM
371
Gables Capital Management
Florida
$41K – – –
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$40.6K +$15.2K +706 +60%
AC
373
AlphaCore Capital
California
$39.2K +$624 +29 +2%
MIA
374
MeadowBrook Investment Advisors
Michigan
$38.7K – – –
HR
375
Howe & Rusling
New York
$34.3K +$22.7K +1,057 +197%
13 14
15
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