SCHH icon

Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$6.6M
AWM
52
Avior Wealth Management
Nebraska
$6.55M
LPL Financial
53
LPL Financial
California
$5.92M
Jones Financial Companies
54
Jones Financial Companies
Missouri
$5.86M
PCM
55
Passive Capital Management
Maryland
$5.73M
Morgan Stanley
56
Morgan Stanley
New York
$5.47M
W
57
WealthCollab
Washington
$5.41M
WCFP
58
White & Co Financial Planning
Washington
$5.22M
MNA
59
Manning & Napier Advisors
New York
$4.8M
AAS
60
Asset Allocation Strategies
Michigan
$4.76M
ULWM
61
Upper Left Wealth Management
Florida
$4.61M
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$4.49M
AP
63
Appleton Partners
Massachusetts
$4.39M
OFG
64
Omega Financial Group
California
$4.21M
PFA
65
Pure Financial Advisors
California
$4.2M
Raymond James Financial
66
Raymond James Financial
Florida
$4.11M
EWP
67
Elevation Wealth Partners
California
$4.08M
MFT
68
Moisand Fitzgerald Tamayo
Florida
$3.89M
VA
69
Vestwell Advisors
New York
$3.89M
FA
70
Fiduciary Alliance
South Carolina
$3.85M
SWA
71
Stratos Wealth Advisors
Ohio
$3.75M
CPWM
72
Cypress Point Wealth Management
Texas
$3.73M
HighTower Advisors
73
HighTower Advisors
Illinois
$3.72M
Baird Financial Group
74
Baird Financial Group
Wisconsin
$3.67M
RWA
75
Rooted Wealth Advisors
Illinois
$3.66M