SCHH icon

Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
476
Caldwell Sutter Capital
California
$2.59K
IAS
477
IMA Advisory Services
Colorado
$2.5K
FWM
478
FSA Wealth Management
Massachusetts
$2.48K
OP
479
ORG Partners
Indiana
$2.44K
DRP
480
Decker Retirement Planning
Utah
$2.27K
ACM
481
Anfield Capital Management
California
$1.83K
CSB
482
City State Bank
Iowa
$1.83K
LWA
483
Lowe Wealth Advisors
Maryland
$1.73K
AA
484
Atmos Advisory
Pennsylvania
$1.68K
KWM
485
Kiker Wealth Management
Georgia
$1.64K
TFG
486
Team Financial Group
California
$1.56K
JWA
487
JFS Wealth Advisors
Pennsylvania
$1.51K
CCM
488
Chilton Capital Management
Texas
$1.51K
SWM
489
Spire Wealth Management
Virginia
$1.49K
FDCP
490
Foster Dykema Cabot & Partners
Massachusetts
$1.47K
SL
491
Salomon & Ludwin
Virginia
$1.44K
1NWS
492
1 North Wealth Services
Maryland
$1.36K
GWS
493
Greykasell Wealth Strategies
California
$1.32K
WOC
494
West Oak Capital
California
$1.29K
TCM
495
Tradewinds Capital Management
Washington
$1.18K
ETC
496
Exchange Traded Concepts
Oklahoma
$1.17K
MCA
497
Midwest Capital Advisors
Michigan
$1.14K
DWM
498
Dogwood Wealth Management
Kansas
$1.1K
TRCT
499
Tower Research Capital (TRC)
New York
$1.08K
HWP
500
Highline Wealth Partners
California
$949