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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 %
MA
476
Montag & Associates
Georgia
$1.4K +$1.4K +66 New
FGC
477
Financial Gravity Companies
Texas
$1.35K +$1.35K +64 New
1NWS
478
1 North Wealth Services
Maryland
$1.33K – – –
GWS
479
Greykasell Wealth Strategies
California
$1.29K – – –
TCM
480
Tradewinds Capital Management
Washington
$1.16K – – –
DWM
481
Dogwood Wealth Management
Kansas
$1.08K +$1.08K +51 New
HWP
482
Highline Wealth Partners
California
$931 -$14.2K -669 -94%
SC
483
Solstein Capital
California
$846 +$846 +40 New
MIM
484
MTM Investment Management
South Carolina
$825 – – –
HNB
485
Huntington National Bank
Ohio
$613 -$732 – –
RIL
486
Rothschild Investment LLC
Illinois
$550 – – –
DF
487
Dunhill Financial
United Kingdom
$550 – – –
OLVIG
488
Oliver Lagore Vanvalin Investment Group
Michigan
$516 +$516 +24 New
FWP
489
FAS Wealth Partners
Kansas
$511 – – –
WOC
490
West Oak Capital
California
$471 – – –
FFA
491
Founders Financial Alliance
North Carolina
$466 – – –
LFA
492
Legend Financial Advisors
Pennsylvania
$466 +$466 +22 New
PIP
493
Peachtree Investment Partners
Florida
$321 – – –
WWM
494
Wagner Wealth Management
South Carolina
$293 -$13.9K -664 -98%
GK
495
Graney & King
New York
$286 +$20 +1 +8%
MCA
496
Maryland Capital Advisors
Maryland
$276 – – –
SAM
497
Smartleaf Asset Management
Massachusetts
$272 -$42 -2 -13%
KG
498
Kilter Group
New York
$270 +$270 +13 New
TPCW
499
TD Private Client Wealth
New York
$254 +$254 +12 New
KA
500
Kozak & Associates
Colorado
$211 – – –
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20
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