SCHH icon

Schwab US REIT ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
376
Independence Bank of Kentucky
Kentucky
$49.1K
PTC
377
Private Trust Company
Ohio
$48.6K
CFO
378
CVA Family Office
Colorado
$41.2K +$63 +3 +0.2%
AWM
379
Abound Wealth Management
Tennessee
$41.1K +$35K +1,652 +570%
GCM
380
Gables Capital Management
Florida
$40.4K
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$38.2K -$154K -7,296 -80%
MFC
382
Morris Financial Concepts
South Carolina
$32.5K
S
383
SignatureFD
Georgia
$31.2K +$2.33K +110 +8%
AAP
384
Arax Advisory Partners
Colorado
$30.1K -$42 -2 -0.1%
CA
385
Crewe Advisors
Utah
$29.7K +$2.58K +122 +10%
NA
386
NewEdge Advisors
Louisiana
$28.4K +$360 +17 +1%
WTFG
387
Wood Tarver Financial Group
Idaho
$27K
WB
388
Webster Bank
Connecticut
$25.6K +$25.6K +1,212 New
ADL
389
Asset Dedication LLC
California
$25.5K
TF
390
Tompkins Financial
New York
$23.4K
NS
391
NBC Securities
Alabama
$23K +$145 +7 +0.6%
B
392
Birchbrook
Maine
$22.1K +$169 +8 +0.8%
EWM
393
Evermay Wealth Management
Virginia
$21.5K +$21.5K +1,015 New
AUB
394
Atlantic Union Bankshares
Virginia
$19.9K +$19.9K +939 New
ME
395
McIlrath & Eck
Washington
$18.5K +$106 +5 +0.6%
FW
396
Fairway Wealth
Ohio
$18.4K
ETC
397
Exchange Traded Concepts
Oklahoma
$17.2K +$17.2K +815 New
SIS
398
Sound Income Strategies
Florida
$16K -$77.2K -3,651 -83%
TCOV
399
Trust Company of Vermont
Vermont
$15.8K +$15.8K +748 New
JHCP
400
Jackson Hole Capital Partners
Oklahoma
$15.5K