SCHH icon

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 %
FGAM
476
Financial Gravity Asset Management
Texas
$1.38K +$1.38K +64 New
1NWS
477
1 North Wealth Services
Maryland
$1.36K +$1.36K +63 New
GWS
478
Greykasell Wealth Strategies
California
$1.31K +$1.31K +61 New
RWM
479
Ruedi Wealth Management
Illinois
$1.27K – – –
TCM
480
Tradewinds Capital Management
Washington
$1.18K -$10.7M -500,662 -100%
TFA
481
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
MIM
482
MTM Investment Management
South Carolina
$840 +$840 +39 New
HNB
483
Huntington National Bank
Ohio
$732 -$653 – –
RIL
484
Rothschild Investment LLC
Illinois
$559 – – –
KWM
485
Kiker Wealth Management
Georgia
$559 +$559 +26 New
DF
486
Dunhill Financial
United Kingdom
$559 +$559 +26 New
FWP
487
FAS Wealth Partners
Kansas
$519 – – –
WOC
488
West Oak Capital
California
$479 – – –
FFA
489
Founders Financial Alliance
North Carolina
$473 -$5.76K -268 -92%
CFFP
490
Center for Financial Planning
Michigan
$409 +$409 +19 New
BF
491
BOK Financial
Oklahoma
$387 +$387 +18 New
PIP
492
Peachtree Investment Partners
Florida
$324 – – –
SAM
493
Smartleaf Asset Management
Massachusetts
$319 +$149 +7 +88%
GK
494
Graney & King
New York
$288 – – –
MCA
495
Maryland Capital Advisors
Maryland
$280 – – –
KA
496
Kozak & Associates
Colorado
$203 +$203 +10 New
LWMI
497
Legacy Wealth Management (Idaho)
Idaho
$108 +$108 +5 New
GPFA
498
Game Plan Financial Advisors
Ohio
$86 – – –
NC
499
NewSquare Capital
Pennsylvania
$48 – – –
PIS
500
POM Investment Strategies
North Carolina
$15 -$95.1K -6,340 -100%
18 19
20
21 22