SCHH icon

Schwab US REIT ETF

512 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 189 increasing their positions, 178 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
426
Pillar Financial Advisors
Kentucky
$7.72K
MA
427
MCF Advisors
Kentucky
$7.53K
IHWM
428
Iron Horse Wealth Management
Iowa
$7.43K
ST
429
Smithfield Trust
Pennsylvania
$7K
BIA
430
Bell Investment Advisors
California
$6.82K
GM
431
GeoWealth Management
Illinois
$6.82K
BC
432
Barrett & Company
Rhode Island
$6.35K
DAM
433
Delta Asset Management
Tennessee
$6.26K
MA
434
Marquette Associates
Illinois
$6.24K
POIA
435
Pin Oak Investment Advisors
Texas
$6K
GWSG
436
GPS Wealth Strategies Group
Colorado
$5.9K
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$5.75K
FMP
438
Financial Management Professionals
Texas
$5.5K
WWM
439
Wolff Wiese Magana
California
$5.44K
PWMG
440
Prestige Wealth Management Group
New Jersey
$5.31K
AT
441
Arlington Trust
Alabama
$5.12K
PC
442
Promus Capital
Illinois
$5.08K
TFGT
443
TS Financial Group (TSFG)
Illinois
$5K
SWP
444
Strategic Wealth Partners
Ohio
$4.97K
CTWM
445
Cherry Tree Wealth Management
Minnesota
$4.87K
EB
446
Eastern Bank
Massachusetts
$4.85K
PK
447
Pflug Koory
Nebraska
$4.74K
HCM
448
Horrell Capital Management
Arkansas
$4.66K
T
449
Tidemark
California
$4.28K
SS
450
Sunbelt Securities
Texas
$4.25K