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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 %
UCFA
526
United Capital Financial Advisors
Texas
– -$212K -9,875 Closed
MAM
527
Marotta Asset Management
Virginia
– -$228K -9,822 Closed
SFS
528
Strategic Financial Services
New York
– -$211K -9,800 Closed
WSFS
529
Wilmington Savings Fund Society
Delaware
– -$68.7K -3,196 Closed
MIA
530
MeadowBrook Investment Advisors
Michigan
– -$38.7K -1,800 Closed
NSIM
531
North Star Investment Management
Illinois
– -$21.5K -999 Closed
GFPC
532
Global Financial Private Client
Florida
– -$20K -930 Closed
FMII
533
Farmers & Merchants Investments Inc
Nebraska
– -$17.4K -810 Closed
CA
534
Continuum Advisory
Idaho
– -$15.2K -708 Closed
DJSG
535
D.J. St. Germain
Massachusetts
– -$14.5K -675 Closed
CCM
536
Coldstream Capital Management
Washington
– -$10.2K -473 Closed
OPTFSNA
537
Old Point Trust & Financial Services N A
Virginia
– -$8.86K -412 Closed
GWM
538
Graybill Wealth Management
Illinois
– -$7.96K -370 Closed
HIMS
539
Hager Investment Management Services
New Hampshire
– -$6.02K -280 Closed
SRCM
540
Signature Resources Capital Management
California
– -$5.53K -257 Closed
BGWM
541
Bridge Generations Wealth Management
Florida
– -$4.88K -227 Closed
BWM
542
Bernard Wealth Management
Michigan
– -$4.37K -203 Closed
T
543
Transce3nd
Texas
– -$3.74K -174 Closed
FHA
544
First Horizon Advisors
Tennessee
– -$3.03K -141 Closed
CWC
545
Carolinas Wealth Consulting
North Carolina
– -$2.07K -96 Closed
AAG
546
Armstrong Advisory Group
Massachusetts
– -$1.9K -90 Closed
PMFA
547
Plante Moran Financial Advisors
Michigan
– -$1.85K -86 Closed
RWM
548
Ruedi Wealth Management
Illinois
– -$1.27K -59 Closed
KWM
549
Kiker Wealth Management
Georgia
– -$559 -26 Closed
CFFP
550
Center for Financial Planning
Michigan
– -$409 -19 Closed
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