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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 %
RCM
501
Raleigh Capital Management
North Carolina
$8 -$355 -17 Closed
BBPWM
502
Blue Bell Private Wealth Management
Pennsylvania
$2 -$6.3K -299 Closed
MG
503
Mather Group
Illinois
$1 -$1 – –
BCM
504
Becker Capital Management
Oregon
– -$3M -142,331 Closed
Tudor Investment Corp
505
Tudor Investment Corp
Connecticut
– -$2.59M -122,801 Closed
PWS
506
Peloton Wealth Strategists
Indiana
– -$1.67M -79,271 Closed
Citadel Advisors
507
Citadel Advisors
Florida
– -$1.65M -78,398 Closed
AF
508
Apollon Financial
South Carolina
– -$1.26M -60,016 Closed
PCM
509
Prelude Capital Management
New York
– -$873K -41,450 Closed
PHAM
510
Palisades Hudson Asset Management
Florida
– -$619K -29,387 Closed
BHCM
511
Brevan Howard Capital Management
Jersey
– -$559K -26,544 Closed
NL
512
NWAM LLC
Washington
– -$394K -18,731 Closed
LA
513
Lifeworks Advisors
Michigan
– -$319K -15,168 Closed
Fisher Asset Management
514
Fisher Asset Management
Washington
– -$295K -14,014 Closed
MW
515
Maia Wealth
Colorado
– -$297K -13,746 Closed
MWM
516
Momentous Wealth Management
Washington
– -$283K -13,461 Closed
GGS
517
Galvin Gaustad & Stein
Arizona
– -$210K -9,981 Closed
TRCT
518
Tower Research Capital (TRC)
New York
– -$118K -5,600 Closed
FLP
519
Financial Life Planners
Arizona
– -$86.5K -4,109 Closed
HT
520
Headlands Technologies
Illinois
– -$69.4K -3,293 Closed
JFA
521
JNBA Financial Advisors
Minnesota
– -$28.1K -1,334 Closed
UB
522
UMB Bank
Missouri
– -$24.4K -1,160 Closed
LDB
523
Lee, Danner & Bass
Tennessee
– -$17.4K -824 Closed
MCM
524
MV Capital Management
Maryland
– -$17K -808 Closed
RF
525
Roxbury Financial
New Jersey
– -$18.1K -783 Closed
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