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Schwab US REIT ETF
SCHH

539 hedge funds and large institutions have $4.45B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 37

54% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 147

13% more call options, than puts

Call options by funds: $524K | Put options by funds: $462K

4% more funds holding

Funds holding: 517 → 539 (+22)

5% more capital invested

Capital invested by funds: $4.24B → $4.45B (+$207M)

0.38% less ownership

Funds ownership: 53.36% → 52.98% (-0.38%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
539
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.07%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
70
Increased
226
Reduced
147
Closed
37
Calls
$524K
Puts
$462K
Net Calls
+$62K
Net Calls Change
-$873K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$33.2M
2
US Bancorp
US Bancorp
Minnesota
+$32.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.9M
5
AFG
Atomi Financial Group
New York
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$22.1M
2
Creative Planning
Creative Planning
Kansas
-$19.7M
3
MIM
Morningstar Investment Management
Illinois
-$14.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$8.74M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$8.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
476
Integrity Financial
Wyoming
$3.93K +$3.88K +182 New
KHC
477
Koesten Hirschmann & Crabtree
Kansas
$3.45K +$384 +18 +13%
S
478
Sachetta
Massachusetts
$3.37K – – –
BI
479
Binnacle Investments
Iowa
$3.21K – – –
PAG
480
Paladin Advisory Group
Iowa
$3.08K – – –
SIP
481
Sellwood Investment Partners
Oregon
$3.06K +$981 +46 +48%
AIC
482
Archer Investment Corporation
Indiana
$2.91K +$21 +1 +0.7%
FFA
483
Frazier Financial Advisors
Ohio
$2.81K – – –
AAS
484
Ameritas Advisory Services
Nebraska
$2.75K -$92.4K -4,331 -97%
CAM
485
Costello Asset Management
Pennsylvania
$2.61K +$21 +1 +0.8%
SRCM
486
Signature Resources Capital Management
California
$2.61K +$2.58K +121 New
CSC
487
Caldwell Sutter Capital
California
$2.59K – – –
IAS
488
IMA Advisory Services
Colorado
$2.5K – – –
FWM
489
FSA Wealth Management
Massachusetts
$2.48K – – –
OP
490
ORG Partners
Indiana
$2.44K – – –
DRP
491
Decker Retirement Planning
Utah
$2.27K +$2.24K +105 New
ACM
492
Anfield Capital Management
California
$1.83K – – –
CSB
493
City State Bank
Iowa
$1.83K – – –
LWA
494
Lowe Wealth Advisors
Maryland
$1.73K +$1.71K +80 New
AA
495
Atmos Advisory
Pennsylvania
$1.68K – – –
KWM
496
Kiker Wealth Management
Georgia
$1.64K +$1.62K +76 New
TFG
497
Team Financial Group
California
$1.56K +$21 +1 +1%
JWA
498
JFS Wealth Advisors
Pennsylvania
$1.51K – – –
CCM
499
Chilton Capital Management
Texas
$1.51K +$1.49K +70 New
SWM
500
Spire Wealth Management
Virginia
$1.49K – – –
18 19
20
21 22

SCHH Hedge Fund Activity: Q3 2025 in Review

539 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2025, worth a combined $4.45B — up 4.9% from $4.24B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SCHH positions and 37 closed out — a net gain of 33 holders — while 226 added to existing stakes and 147 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $33.2M. The largest seller was M&T Bank, exiting entirely with an estimated $22.1M sold.

  • 539 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2025, up from 517 in Q2 2025.
  • Funds reported $4.45B of Schwab US REIT ETF stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 70 funds opened new Schwab US REIT ETF positions in Q3 2025 and 37 closed out, a net change of +33 holders.
  • The largest Schwab US REIT ETF buyer in Q3 2025 was Financial Engines Advisors, an estimated $33.2M added.
  • The largest Schwab US REIT ETF seller in Q3 2025 was M&T Bank, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2025.