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Schwab US REIT ETF
SCHH

Overview Fund Activity

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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.17B
2
US Bancorp
US Bancorp
Minnesota
$646M
3
BlackRock
BlackRock
New York
$25.2M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$8.52M
5
CJH
Christopher J. Hasenberg
Wisconsin
$8.49M

Top Sellers

1
QC
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
Creative Planning
Kansas
$479M
4
Raymond James Financial
Raymond James Financial
Florida
$4.11M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
451
Binnacle Investments
Iowa
$3.15K +$3.15K +149 New
PAG
452
Paladin Advisory Group
Iowa
$3.03K +$3.03K +143 New
KHC
453
Koesten Hirschmann & Crabtree
Kansas
$3K +$444 +21 +17%
AIC
454
Archer Investment Corporation
Indiana
$2.84K +$21 +1 +0.8%
FFA
455
Frazier Financial Advisors
Ohio
$2.75K – – –
CAM
456
Costello Asset Management
Pennsylvania
$2.54K +$21 +1 +0.8%
CSC
457
Caldwell Sutter Capital
California
$2.54K – – –
IAS
458
IMA Advisory Services
Colorado
$2.45K +$2.45K +116 New
FWM
459
FSA Wealth Management
Massachusetts
$2.43K +$21 +1 +0.9%
OP
460
ORG Partners
Indiana
$2.4K – – –
EWA
461
EverSource Wealth Advisors
Alabama
$2.16K – – –
OC
462
Oakworth Capital
Alabama
$2.05K -$106 -5 -5%
SIP
463
Sellwood Investment Partners
Oregon
$2.03K – – –
GWANC
464
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99K -$3.51K -166 -64%
AWM
465
Atticus Wealth Management
Florida
$1.83K +$21 +1 +1%
ACM
466
Anfield Capital Management
California
$1.8K – – –
CSB
467
City State Bank
Iowa
$1.8K – – –
MJRIC
468
Mogy Joel R Investment Counsel
California
$1.67K +$1.67K +79 New
AA
469
Atmos Advisory
Pennsylvania
$1.65K – – –
TFG
470
Team Financial Group
California
$1.52K +$1.52K +72 New
JWA
471
JFS Wealth Advisors
Pennsylvania
$1.48K – – –
BCMLT
472
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K +$1.48K +70 New
SWM
473
Spire Wealth Management
Virginia
$1.46K -$10.6K -503 -88%
SL
474
Salomon & Ludwin
Virginia
$1.43K – – –
BWL
475
Bogart Wealth LLC
Virginia
$1.42K – – –
17 18
19
20 21