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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 %
HT
501
Headlands Technologies
Illinois
$169 +$169 +8 New
BBHC
502
Brown Brothers Harriman & Co
New York
$127 +$127 +6 New
GPFA
503
Game Plan Financial Advisors
Ohio
$85 – – –
NC
504
NewSquare Capital
Pennsylvania
$47 – – –
OHWP
505
Oak Harbor Wealth Partners
North Carolina
$42 +$42 +2 New
TFA
506
Transamerica Financial Advisors
Florida
$41 – – –
KPP
507
Kings Path Partners
Texas
$18 +$18 +1 New
PIS
508
POM Investment Strategies
North Carolina
$15 – – –
RCM
509
Raleigh Capital Management
North Carolina
$8 -$8 – –
QC
510
Quadrature Capital
United Kingdom
– -$31.3M -1,455,557 Closed
TC
511
TownSquare Capital
Utah
– -$8.17M -379,595 Closed
UBS AM
512
UBS AM
Illinois
– -$5.26M -244,690 Closed
PCIA
513
Prime Capital Investment Advisors
Kansas
– -$3.54M -164,539 Closed
FCI
514
Financial Counselors Inc
Kansas
– -$2.81M -130,837 Closed
GT
515
Greenleaf Trust
Michigan
– -$1.23M -57,386 Closed
Lido Advisors
516
Lido Advisors
California
– -$1.19M -55,303 Closed
RWM
517
Ritholtz Wealth Management
New York
– -$643K -29,874 Closed
MFGP
518
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$386K -17,928 Closed
Pathstone Holdings
519
Pathstone Holdings
New Jersey
– -$372K -17,360 Closed
PA
520
PFG Advisors
Arizona
– -$342K -15,919 Closed
RA
521
RFG Advisory
Alabama
– -$260K -12,070 Closed
RSWM
522
Robertson Stephens Wealth Management
California
– -$249K -11,562 Closed
NRI
523
NFP Retirement Inc
California
– -$242K -11,243 Closed
AWE
524
Avidian Wealth Enterprises
Texas
– -$231K -10,741 Closed
FVWA
525
Foster Victor Wealth Advisors
South Carolina
– -$213K -10,726 Closed
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