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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 %
IRC
401
Investors Research Corp
Georgia
$15.5K -$3.61K -168 -19%
HWP
402
Highline Wealth Partners
California
$15.3K +$13.5K +628 +739%
CA
403
Continuum Advisory
Idaho
$15.2K +$12.8K +597 +538%
WWM
404
Wagner Wealth Management
South Carolina
$14.6K +$1.38K +64 +10%
DJSG
405
D.J. St. Germain
Massachusetts
$14.5K +$14.5K +675 New
SIS
406
Strategic Investment Solutions
Illinois
$14.2K +$21 +1 +0.2%
DFA
407
DHJJ Financial Advisors
Illinois
$13.6K +$65 +3 +0.5%
GSWM
408
Golden State Wealth Management
California
$13.4K -$9.87K -459 -43%
SWM
409
Spire Wealth Management
Virginia
$12.3K -$2.9K -135 -19%
CI
410
CX Institutional
Indiana
$12K +$12K +581 New
CTWM
411
Cherry Tree Wealth Management
Minnesota
$10.8K – – –
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K – – –
CCM
413
Coldstream Capital Management
Washington
$10.2K +$10.2K +473 New
1IA
414
1620 Investment Advisors
Massachusetts
$9.81K – – –
WIM
415
Westside Investment Management
California
$9.25K – – –
BAM
416
Bellevue Asset Management
Washington
$9.03K – – –
VNA
417
Valley National Advisers
Pennsylvania
$9K -$20 -1 -0.2%
OPTFSNA
418
Old Point Trust & Financial Services N A
Virginia
$8.86K – – –
KFI
419
Key Financial Inc
Pennsylvania
$8.2K +$2K +93 +32%
MSG
420
Main Street Group
Virginia
$8.17K – – –
BL
421
BFSG LLC
California
$8.08K +$107 +5 +1%
GWM
422
Graybill Wealth Management
Illinois
$7.96K +$7.96K +370 New
PFA
423
Pillar Financial Advisors
Kentucky
$7.85K – – –
MA
424
MCF Advisors
Kentucky
$7.66K -$72.9K -3,388 -90%
IHWM
425
Iron Horse Wealth Management
Iowa
$7.55K – – –
15 16
17
18 19