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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 %
Wealthfront Advisers
26
Wealthfront Advisers
California
$13.6M -$1.24M -57,850 -8%
Betterment LLC
27
Betterment LLC
New York
$13M +$440K +20,458 +4%
PPH
28
Pure Portfolios Holdings
Oregon
$12.9M +$575K +26,713 +5%
PWMG
29
Pioneer Wealth Management Group
Texas
$12.1M +$12.1M +563,075 New
TIM
30
Tortoise Investment Management
New York
$11.5M +$435K +20,226 +4%
EPM
31
Elm Partners Management
Pennsylvania
$10.3M -$7.59M -352,789 -42%
CMP
32
Courage Miller Partners
Virginia
$9.8M +$264K +12,292 +3%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$9.53M +$468K +22,622 +5%
FCM
34
Firestone Capital Management
Florida
$9.5M +$12.7K +591 +0.1%
SFP
35
Strategic Financial Planning
Texas
$9.5M +$157K +7,295 +2%
PS
36
Principal Securities
Iowa
$9.34M +$98.8K +4,692 +1%
Mariner
37
Mariner
Kansas
$8.89M -$1.35M -62,569 -13%
UBS Group
38
UBS Group
Switzerland
$8.27M -$8.88M -412,969 -52%
TC
39
TownSquare Capital
Utah
$8.17M +$485K +22,553 +6%
KF
40
Krilogy Financial
Missouri
$7.99M +$347K +16,152 +5%
BWM
41
Brown Wealth Management
Illinois
$7.91M +$457K +21,226 +6%
WMR
42
Wealth Management Resources
Rhode Island
$7.88M +$58.4K +2,716 +0.7%
Wells Fargo
43
Wells Fargo
California
$7.75M -$844K -39,216 -10%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$7.67M -$1.78M -82,589 -19%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$7.65M +$171K +7,943 +2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$7.5M -$301K -13,980 -4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.12M +$1.61M +75,000 +29%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$6.64M -$29.7K -1,379 -0.4%
AWM
49
Avior Wealth Management
Nebraska
$6.4M +$129K +5,987 +2%
LPL Financial
50
LPL Financial
California
$6.15M -$5.43M -252,635 -47%
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