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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 %
RH
76
RFG Holdings
Texas
$3.34M 157,750 +2,608 +2%
BF
77
Brooklyn FI
New York
$3.33M 157,389 +30,678 +24%
CWM
78
Congress Wealth Management
Massachusetts
$3.21M 151,668 +1,728 +1%
JCIA
79
Jackson Creek Investment Advisors
Colorado
$3.17M 149,694 -1,625 -1%
EP
80
EPIQ Partners
Minnesota
$3.14M 148,515 +14,700 +11%
SP
81
SWS Partners
Ohio
$3.04M 143,792 +957 +0.7%
PWM
82
Perigon Wealth Management
California
$2.97M 140,348 -1,144 -0.8%
CA
83
CoreCap Advisors
Michigan
$2.96M 139,973 +9,894 +8%
TYCC
84
Texas Yale Capital Corp
Florida
$2.94M 138,971 +7,023 +5%
CWM
85
CIBC World Markets
New York
$2.9M 136,890 -12,339 -8%
LIA
86
LifePlan Investment Advisors
North Carolina
$2.81M 132,596 +342 +0.3%
MT
87
Midwest Trust
Kansas
$2.77M 130,837 +130,837 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.77M 130,694 -22,969 -15%
GMA
89
Glassy Mountain Advisors
Maryland
$2.69M 127,119 +850 +0.7%
GFP
90
Guardian Financial Partners
California
$2.59M 122,349 +16,196 +15%
SC
91
Schoolcraft Capital
Colorado
$2.59M 122,184 -9,557 -7%
JFG
92
JMG Financial Group
Illinois
$2.58M 122,020 +1,063 +0.9%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$2.57M 121,679 +4,746 +4%
Bank of America
94
Bank of America
North Carolina
$2.53M 119,519 +3,490 +3%
PCWA
95
Pacific Capital Wealth Advisors
California
$2.5M 118,138 -6,156 -5%
SWM
96
Sagace Wealth Management
Florida
$2.44M 115,418 +4,666 +4%
AWM
97
Apollon Wealth Management
South Carolina
$2.36M 111,594 -33,400 -23%
FCIM
98
Fairview Capital Investment Management
California
$2.26M 106,765 -550 -0.5%
Corient Private Wealth
99
Corient Private Wealth
Florida
$2.24M 105,806 +54,038 +104%
KOC
100
Koss-Olinger Consulting
Florida
$2.23M 105,540 -211 -0.2%
2 3
4
5 6