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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 %
HPIA
451
Hamilton Point Investment Advisors
North Carolina
$3.96K – – –
T
452
Transce3nd
Texas
$3.74K +$3.74K +174 New
S
453
Sachetta
Massachusetts
$3.36K -$1.68K -78 -33%
FHA
454
First Horizon Advisors
Tennessee
$3.03K +$3.03K +141 New
AIC
455
Archer Investment Corporation
Indiana
$2.87K – – –
FFA
456
Frazier Financial Advisors
Ohio
$2.8K – – –
KHC
457
Koesten Hirschmann & Crabtree
Kansas
$2.61K +$281 +13 +12%
CSC
458
Caldwell Sutter Capital
California
$2.58K – – –
CAM
459
Costello Asset Management
Pennsylvania
$2.57K +$2.57K +119 New
FWM
460
FSA Wealth Management
Massachusetts
$2.46K – – –
OP
461
ORG Partners
Indiana
$2.43K – – –
EWA
462
EverSource Wealth Advisors
Alabama
$2.2K – – –
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$2.19K -$53.9K -2,508 -96%
OC
464
Oakworth Capital
Alabama
$2.19K +$2.19K +102 New
SIP
465
Sellwood Investment Partners
Oregon
$2.07K – – –
CWC
466
Carolinas Wealth Consulting
North Carolina
$2.07K – – –
AAG
467
Armstrong Advisory Group
Massachusetts
$1.9K – – –
PMFA
468
Plante Moran Financial Advisors
Michigan
$1.85K – – –
AWM
469
Atticus Wealth Management
Florida
$1.85K +$21 +1 +1%
ACM
470
Anfield Capital Management
California
$1.83K – – –
CSB
471
City State Bank
Iowa
$1.83K – – –
AA
472
Atmos Advisory
Pennsylvania
$1.68K +$237 +11 +16%
JWA
473
JFS Wealth Advisors
Pennsylvania
$1.51K – – –
BWL
474
Bogart Wealth LLC
Virginia
$1.44K – – –
SL
475
Salomon & Ludwin
Virginia
$1.44K – – –
17 18
19
20 21