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Schwab US REIT ETF
SCHH

507 hedge funds and large institutions have $4.3B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 160 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $391K | Put options by funds: $161K

29% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 160

2% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 52

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

0.03% less ownership

Funds ownership: 56.85% → 56.83% (-0.03%)

2% less funds holding

Funds holding: 516 → 507 (-9)

5% less capital invested

Capital invested by funds: $4.53B → $4.3B (-$235M)

Holders
507
Holders Change
-9
Holders Change %
-1.74%
% of All Funds
6.8%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
207
Reduced
160
Closed
52
Calls
$391K
Puts
$161K
Net Calls
+$230K
Net Calls Change
+$1.53M

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$29.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.1M
3
BEI
Benjamin Edwards Inc
Missouri
+$13.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.5M
5
QC
Quadrature Capital
United Kingdom
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
-$20.1M
2
Creative Planning
Creative Planning
Kansas
-$19.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.3M
4
TCM
Tradewinds Capital Management
Washington
-$10.7M
5
UBS Group
UBS Group
Switzerland
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
451
Horrell Capital Management
Arkansas
$4.73K – – –
BWM
452
Bernard Wealth Management
Michigan
$4.37K +$4.34K +203 New
T
453
Tidemark
California
$4.31K +$21 +1 +0.5%
JGIA
454
Jackson Grant Investment Advisers
Connecticut
$4.07K +$21 +1 +0.5%
BLC
455
Brown, Lisle/Cummings
Rhode Island
$3.98K – – –
HPIA
456
Hamilton Point Investment Advisors
North Carolina
$3.96K – – –
T
457
Transce3nd
Texas
$3.74K +$3.72K +174 New
S
458
Sachetta
Massachusetts
$3.36K -$1.67K -78 -33%
FHA
459
First Horizon Advisors
Tennessee
$3.03K +$3.01K +141 New
AIC
460
Archer Investment Corporation
Indiana
$2.87K – – –
FFA
461
Frazier Financial Advisors
Ohio
$2.8K – – –
KHC
462
Koesten Hirschmann & Crabtree
Kansas
$2.61K +$278 +13 +12%
CSC
463
Caldwell Sutter Capital
California
$2.58K – – –
CAM
464
Costello Asset Management
Pennsylvania
$2.57K +$2.54K +119 New
FWM
465
FSA Wealth Management
Massachusetts
$2.46K – – –
OP
466
ORG Partners
Indiana
$2.43K – – –
EWA
467
EverSource Wealth Advisors
Alabama
$2.2K – – –
Bank of Montreal
468
Bank of Montreal
Ontario, Canada
$2.19K -$53.6K -2,508 -96%
OC
469
Oakworth Capital
Alabama
$2.19K +$2.18K +102 New
CWC
470
Carolinas Wealth Consulting
North Carolina
$2.06K – – –
SIP
471
Sellwood Investment Partners
Oregon
$2.06K – – –
AAG
472
Armstrong Advisory Group
Massachusetts
$1.9K – – –
PMFA
473
Plante Moran Financial Advisors
Michigan
$1.85K – – –
AWM
474
Atticus Wealth Management
Florida
$1.85K +$21 +1 +1%
ACM
475
Anfield Capital Management
California
$1.83K – – –
17 18
19
20 21

SCHH Hedge Fund Activity: Q1 2025 in Review

507 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2025, worth a combined $4.3B — down 5.2% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SCHH positions and 52 closed out — a net gain of 1 holder — while 207 added to existing stakes and 160 trimmed.

The largest buyer was US Bancorp, adding an estimated $29.3M. The largest seller was Apollon Wealth Management, cutting an estimated $20.1M.

  • 507 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2025, down from 516 in Q4 2024.
  • Funds reported $4.3B of Schwab US REIT ETF stock for Q1 2025, down 5.2% quarter-over-quarter.
  • 53 funds opened new Schwab US REIT ETF positions in Q1 2025 and 52 closed out, a net change of +1 holder.
  • The largest Schwab US REIT ETF buyer in Q1 2025 was US Bancorp, an estimated $29.3M added.
  • The largest Schwab US REIT ETF seller in Q1 2025 was Apollon Wealth Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.