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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 %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$6.11M -$2.31M -107,196 -27%
SWA
52
Stratos Wealth Advisors
Ohio
$5.58M -$263K -12,224 -5%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$5.54M +$220K +10,321 +4%
W
54
WealthCollab
Washington
$5.48M +$77.1K +3,585 +1%
PCM
55
Passive Capital Management
Maryland
$5.47M +$737K +34,257 +16%
UBS AM
56
UBS AM
Illinois
$5.26M -$518K -24,100 -9%
WCFP
57
White & Co Financial Planning
Washington
$5.24M +$31.5K +1,478 +0.6%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$5.14M +$5.14M +238,997 New
Morgan Stanley
59
Morgan Stanley
New York
$5.09M -$370K -17,179 -7%
ULWM
60
Upper Left Wealth Management
Florida
$4.84M +$455K +21,173 +10%
MNA
61
Manning & Napier Advisors
New York
$4.82M -$1.4M -65,139 -23%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$4.67M -$93.6K -4,353 -2%
AP
63
Appleton Partners
Massachusetts
$4.44M +$148K +6,885 +3%
OFG
64
Omega Financial Group
California
$4.43M -$146K -6,784 -3%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$4.35M -$85.4K -3,968 -2%
AAS
66
Asset Allocation Strategies
Michigan
$4.3M +$376K +17,462 +10%
GWM
67
Geneos Wealth Management
Colorado
$4.16M +$2.12M +95,844 +104%
EWP
68
Elevation Wealth Partners
California
$4.03M +$177K +8,211 +5%
FA
69
Fiduciary Alliance
South Carolina
$4.03M -$25.8K -1,200 -0.6%
PFA
70
Pure Financial Advisors
California
$4.02M +$278K +12,911 +7%
GBT
71
Grove Bank & Trust
Florida
$3.73M +$3.47M +161,328 +1,360%
SMC
72
Smith, Moore & Co
Missouri
$3.69M +$240K +11,148 +7%
HighTower Advisors
73
HighTower Advisors
Illinois
$3.62M -$229K -10,656 -6%
CPWM
74
Cypress Point Wealth Management
Texas
$3.59M +$203K +9,458 +6%
PCIA
75
Prime Capital Investment Advisors
Kansas
$3.54M +$3.29M +152,995 +1,325%
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