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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 %
MFC
376
Morris Financial Concepts
South Carolina
$33K – – –
GJIA
377
Glass Jacobson Investment Advisors
Maryland
$31.6K – – –
C
378
Covestor
United Kingdom
$31K +$8.24K +381 +36%
AAP
379
Arax Advisory Partners
Colorado
$30.6K +$7.59K +353 +33%
S
380
SignatureFD
Georgia
$29.4K +$2.71K +126 +10%
NA
381
NewEdge Advisors
Louisiana
$28.5K +$21.6K +1,004 +314%
CA
382
Crewe Advisors
Utah
$27.5K – – –
WTFG
383
Wood Tarver Financial Group
Idaho
$27.5K – – –
EB
384
Eastern Bank
Massachusetts
$26.4K +$4.93K +229 +23%
ADL
385
Asset Dedication LLC
California
$25.9K – – –
TF
386
Tompkins Financial
New York
$23.8K – – –
NS
387
NBC Securities
Alabama
$23K +$23K +1,101 +110,100%
B
388
Birchbrook
Maine
$22.3K +$108 +5 +0.5%
NSIM
389
North Star Investment Management
Illinois
$21.5K +$108 +5 +0.5%
NWMP
390
Noble Wealth Management PBC
Colorado
$21.1K – – –
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
$20.4K +$20.4K +948 New
SSB
392
Sandy Spring Bank
Maryland
$20.2K +$3.83K +178 +23%
GFPC
393
Global Financial Private Client
Florida
$20K – – –
SPIA
394
Steward Partners Investment Advisory
New York
$18.9K -$54K -2,511 -74%
FW
395
Fairway Wealth
Ohio
$18.7K +$18.7K +870 New
ME
396
McIlrath & Eck
Washington
$18.7K +$1.55K +72 +9%
SS
397
Sunbelt Securities
Texas
$18.5K +$14.2K +658 +326%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$17.4K – – –
JHCP
399
Jackson Hole Capital Partners
Oklahoma
$15.8K – – –
CFB
400
Cullen/Frost Bankers
Texas
$15.6K +$86 +4 +0.6%
14 15
16
17 18