SCHH icon

Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
GIM
351
Glenmede Investment Management
Pennsylvania
$186K
AIP
352
Ameritas Investment Partners
Nebraska
$174K
HWA
353
Heartwood Wealth Advisors
Virginia
$172K
CIR
354
Clear Investment Research
Georgia
$172K
JFG
355
JDM Financial Group
Texas
$171K
ACA
356
Aptus Capital Advisors
Alabama
$167K
BCWM
357
Bartlett & Co Wealth Management
Ohio
$161K
SWIM
358
Smallwood Wealth Investment Management
New Jersey
$134K
ITIM
359
Indiana Trust & Investment Management
Indiana
$134K
LFA
360
LGT Financial Advisors
Texas
$131K
AWM
361
AE Wealth Management
Kansas
$125K
CTC
362
Central Trust Company
Missouri
$118K
MAFA
363
MJT & Associates Financial Advisory
Minnesota
$117K
Comerica Bank
364
Comerica Bank
Texas
$116K
William Blair & Company
365
William Blair & Company
Illinois
$112K
CAL
366
Capital Analysts LLC
Pennsylvania
$108K
BFPW
367
BOK Financial Private Wealth
Colorado
$107K
AA
368
Ancora Advisors
Ohio
$107K
PWAM
369
Private Wealth Asset Management
Iowa
$95.8K
CIAS
370
Capital Investment Advisory Services
North Carolina
$87K
FFWM
371
Future Financial Wealth Management
Ohio
$84.1K
PTC
372
Private Trust Company
Ohio
$80.5K
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$78.7K
GRP
374
Global Retirement Partners
California
$76.2K
BCM
375
Blume Capital Management
California
$76.1K