SCHH icon

Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
476
Cherry Tree Wealth Management
Minnesota
$4.8K
PK
477
Pflug Koory
Nebraska
$4.68K
KFP
478
Kerr Financial Planning
California
$4.63K
HCM
479
Horrell Capital Management
Arkansas
$4.6K
CAM
480
Chesapeake Asset Management
New York
$4.16K
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$4.05K
SWM
482
Spire Wealth Management
Virginia
$4.03K
BLC
483
Brown, Lisle/Cummings
Rhode Island
$3.87K
HPIA
484
Hamilton Point Investment Advisors
North Carolina
$3.84K
IF
485
Integrity Financial
Wyoming
$3.8K
S
486
Sachetta
Massachusetts
$3.26K
FFA
487
Frazier Financial Advisors
Ohio
$3.08K
IIM
488
IFC & Insurance Marketing
California
$3K
SIP
489
Sellwood Investment Partners
Oregon
$2.97K
IAIM
490
International Assets Investment Management
Florida
$2.86K
CAM
491
Costello Asset Management
Pennsylvania
$2.56K
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55K
SRCM
493
Signature Resources Capital Management
California
$2.53K
CSC
494
Caldwell Sutter Capital
California
$2.51K
IAS
495
IMA Advisory Services
Colorado
$2.42K
AIC
496
Archer Investment Corporation
Indiana
$2.39K
OP
497
ORG Partners
Indiana
$2.36K
WAG
498
Wilkerson Advisory Group
Missouri
$2.28K
BHWM
499
Beaird Harris Wealth Management
Texas
$2.12K
TCM
500
Tradewinds Capital Management
Washington
$2.08K