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Schwab US REIT ETF
SCHH

Overview Fund Activity

505 hedge funds and large institutions have $4.22B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 175 reducing their positions, and 43 closing their positions.

Holders
505
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
63
Increased
185
Reduced
175
Closed
43
Calls
$918K
Puts
$320K
Net Calls
+$598K
Net Calls Change
+$368K

Top Buyers

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

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
3
Creative Planning
Kansas
$479M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.11M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$11.9M 560,178 +251,449 +81%
TIM
27
Tortoise Investment Management
New York
$11M 520,883 -15,759 -3%
PS
28
Principal Securities
Iowa
$10.4M 493,298 +49,691 +11%
CMP
29
Courage Miller Partners
Virginia
$10.2M 483,252 +27,796 +6%
SFP
30
Strategic Financial Planning
Texas
$9.62M 454,559 +12,743 +3%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$9.49M 448,447 -12,418 -3%
FCM
32
Firestone Capital Management
Florida
$9.16M 433,000 -8,824 -2%
Mariner
33
Mariner
Kansas
$8.72M 412,061 -1,249 -0.3%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$8.52M 402,763 +402,763 New
CJH
35
Christopher J. Hasenberg
Wisconsin
$8.49M 401,402 +401,402 New
WMR
36
Wealth Management Resources
Rhode Island
$8.26M 390,304 +23,789 +6%
UBS Group
37
UBS Group
Switzerland
$8.24M 389,227 +4,764 +1%
Wells Fargo
38
Wells Fargo
California
$8.17M 386,183 +25,720 +7%
KF
39
Krilogy Financial
Missouri
$8.11M 383,124 +11,769 +3%
VT
40
Vise Technologies
New York
$8.07M 381,474 +381,474 New
BWM
41
Brown Wealth Management
Illinois
$7.63M 360,476 -7,144 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$7.37M 348,237 -298 -0.1%
EPM
43
Elm Partners Management
Pennsylvania
$7.32M 345,732 -134,819 -28%
VCP
44
Vista Capital Partners
Oregon
$7.13M 337,166 +180,271 +115%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$7.07M 333,901 -21,654 -6%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$7.05M 333,356 -792,771 -70%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7M 331,000 – –
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$6.93M 324,547 -31,874 -9%
GBT
49
Grove Bank & Trust
Florida
$6.78M 320,589 +147,399 +85%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$6.6M 312,068 +27,855 +10%
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