SCHH icon

Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
551
Tactive Advisors
Florida
TIM
552
Total Investment Management
Arizona
WT
553
Whittier Trust
California
BIG
554
Brooklyn Investment Group
New York
MYIA
555
Mount Yale Investment Advisors
Colorado
Qube Research & Technologies (QRT)
556
Qube Research & Technologies (QRT)
United Kingdom
BA
557
Bristlecone Advisors
Washington
AAP
558
Arax Advisory Partners
Colorado
WTFG
559
Wood Tarver Financial Group
Idaho
EWM
560
Evermay Wealth Management
Virginia
SFC
561
SYM Financial Corp
Indiana
GM
562
GeoWealth Management
Illinois
GWANC
563
Guardian Wealth Advisors (North Carolina)
North Carolina
AWM
564
Atticus Wealth Management
Florida
MJRIC
565
Mogy Joel R Investment Counsel
California
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
MA
567
Montag & Associates
Georgia
RIL
568
Rothschild Investment LLC
Illinois
LFA
569
Legend Financial Advisors
Pennsylvania
KA
570
Kozak & Associates
Colorado
HT
571
Headlands Technologies
Illinois
BBHC
572
Brown Brothers Harriman & Co
New York
NC
573
NewSquare Capital
Pennsylvania
PIS
574
POM Investment Strategies
North Carolina