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Schwab US REIT ETF
SCHH

Overview Fund Activity

505 hedge funds and large institutions have $4.22B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 175 reducing their positions, and 43 closing their positions.

Holders
505
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
63
Increased
185
Reduced
175
Closed
43
Calls
$918K
Puts
$320K
Net Calls
+$598K
Net Calls Change
+$368K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B
2
US Bancorp
2
US Bancorp
Minnesota
$646M
3
BlackRock
3
BlackRock
New York
$25.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$8.52M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$8.49M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
3
Creative Planning
Kansas
$479M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.11M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$6.55M 309,388 +11,980 +4%
LPL Financial
52
LPL Financial
California
$5.92M 279,776 -6,154 -2%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$5.86M 279,388 +19,510 +8%
PCM
54
Passive Capital Management
Maryland
$5.73M 269,253 +14,917 +6%
Morgan Stanley
55
Morgan Stanley
New York
$5.47M 258,501 +22,099 +9%
W
56
WealthCollab
Washington
$5.41M 255,607 +696 +0.3%
WCFP
57
White & Co Financial Planning
Washington
$5.22M 248,468 +2,441 +1%
MNA
58
Manning & Napier Advisors
New York
$4.8M 226,848 +2,711 +1%
AAS
59
Asset Allocation Strategies
Michigan
$4.76M 224,992 +25,073 +13%
ULWM
60
Upper Left Wealth Management
Florida
$4.61M 217,758 -7,327 -3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$4.49M 212,355 +10,153 +5%
AP
62
Appleton Partners
Massachusetts
$4.39M 207,261 +990 +0.5%
OFG
63
Omega Financial Group
California
$4.21M 198,979 -6,769 -3%
PFA
64
Pure Financial Advisors
California
$4.2M 198,592 +11,695 +6%
Raymond James Financial
65
Raymond James Financial
Florida
$4.11M 194,373 -455,044 -70%
EWP
66
Elevation Wealth Partners
California
$4.08M 192,940 +5,363 +3%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$3.89M 183,863 -33,320 -15%
FA
68
Fiduciary Alliance
South Carolina
$3.85M 181,777 -5,428 -3%
SWA
69
Stratos Wealth Advisors
Ohio
$3.75M 177,149 -82,088 -32%
CPWM
70
Cypress Point Wealth Management
Texas
$3.73M 176,210 +9,476 +6%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.72M 175,795 +7,733 +5%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.67M 173,551 +24,927 +17%
RWA
73
Rooted Wealth Advisors
Illinois
$3.66M 172,208 +9,894 +6%
SMC
74
Smith, Moore & Co
Missouri
$3.6M 170,157 -1,489 -0.9%
EWM
75
Empirical Wealth Management
Washington
$3.45M 162,883 +5,424 +3%
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