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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 %
PC
426
Promus Capital
Illinois
$7.01K – – –
ST
427
Smithfield Trust
Pennsylvania
$7K – – –
BIA
428
Bell Investment Advisors
California
$6.88K +$43 +2 +0.6%
GM
429
GeoWealth Management
Illinois
$6.88K +$43 +2 +0.6%
BC
430
Barrett & Company
Rhode Island
$6.45K – – –
DAM
431
Delta Asset Management
Tennessee
$6.37K – – –
MA
432
Marquette Associates
Illinois
$6.3K +$6.3K +293 New
AWM
433
Abound Wealth Management
Tennessee
$6.24K +$22 +1 +0.3%
HIMS
434
Hager Investment Management Services
New Hampshire
$6.02K +$6.02K +280 New
GWSG
435
GPS Wealth Strategies Group
Colorado
$6K +$5.79K +269 +2,690%
LC
436
Lindbrook Capital
California
$5.69K +$5.69K +265 New
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.59K +$3.42K +159 +157%
FMP
438
Financial Management Professionals
Texas
$5.59K +$5.25K +244 +1,525%
SRCM
439
Signature Resources Capital Management
California
$5.53K – – –
WWM
440
Wolff Wiese Magana
California
$5.38K – – –
PWMG
441
Prestige Wealth Management Group
New Jersey
$5.36K +$22 +1 +0.4%
AT
442
Arlington Trust
Alabama
$5.21K – – –
TFGT
443
TS Financial Group (TSFG)
Illinois
$5K – – –
BGWM
444
Bridge Generations Wealth Management
Florida
$4.88K +$2.97K +138 +155%
PK
445
Pflug Koory
Nebraska
$4.82K – – –
HCM
446
Horrell Capital Management
Arkansas
$4.73K – – –
BWM
447
Bernard Wealth Management
Michigan
$4.37K +$4.37K +203 New
T
448
Tidemark
California
$4.31K +$21 +1 +0.5%
JGIA
449
Jackson Grant Investment Advisers
Connecticut
$4.07K +$22 +1 +0.5%
BLC
450
Brown, Lisle/Cummings
Rhode Island
$3.98K – – –
16 17
18
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