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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 %
SAM
526
Synergy Asset Management
Washington
– -$16.9K -730 Closed
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$15.5K -730 Closed
OC
528
Oarsman Capital
Wisconsin
– -$12.6K -599 Closed
WAG
529
Windsor Advisory Group
Ohio
– -$10.4K -493 Closed
BBHC
530
Brown Brothers Harriman & Co
New York
– -$9.31K -442 Closed
MA
531
Montag & Associates
Georgia
– -$9.25K -439 Closed
NG
532
NWK Group
California
– -$9.01K -428 Closed
HPC
533
HM Payson & Co
Maine
– -$6.32K -300 Closed
ACA
534
American Capital Advisory
Idaho
– -$5.88K -279 Closed
RFG
535
REAP Financial Group
Texas
– -$5.43K -258 Closed
CCM
536
Chilton Capital Management
Texas
– -$4.63K -220 Closed
BTD
537
BankPlus Trust Department
Mississippi
– -$4.04K -192 Closed
SIC
538
Salem Investment Counselors
North Carolina
– -$3.58K -170 Closed
Simplex Trading
539
Simplex Trading
Illinois
– -$3K -156 Closed
PGAM
540
Princeton Global Asset Management
New Jersey
– -$3.25K -154 Closed
BTI
541
Blue Trust Inc
Georgia
– -$2.95K -140 Closed
CAS
542
Coppell Advisory Solutions
Texas
– -$2.73K -131 Closed
KSWA
543
Kathleen S. Wright Associates
Pennsylvania
– -$2.21K -105 Closed
HI
544
Hoey Investments
Pennsylvania
– -$2.11K -100 Closed
EW
545
Element Wealth
Mississippi
– -$1.31K -62 Closed
IWP
546
IAG Wealth Partners
Wisconsin
– -$1.1K -52 Closed
TC
547
Truvestments Capital
Florida
– -$821 -39 Closed
LFA
548
Legend Financial Advisors
Pennsylvania
– -$463 -22 Closed
MFS
549
Mattson Financial Services
Michigan
– -$463 -20 Closed
NIA
550
NBZ Investment Advisors
Tennessee
– -$379 -18 Closed
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