SCHH icon

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 %
EWM
76
Empirical Wealth Management
Washington
$3.39M -$139K -6,476 -4%
VCP
77
Vista Capital Partners
Oregon
$3.37M -$7.29K -339 -0.2%
RH
78
RFG Holdings
Texas
$3.34M +$311K +14,466 +10%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$3.31M -$2.11M -98,054 -39%
JCIA
80
Jackson Creek Investment Advisors
Colorado
$3.26M +$82.7K +3,845 +3%
RWA
81
Rooted Wealth Advisors
Illinois
$3.25M -$123K -6,164 -4%
CWM
82
Congress Wealth Management
Massachusetts
$3.23M -$90.1K -4,187 -3%
CWM
83
CIBC World Markets
New York
$3.21M +$472K +21,938 +17%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$3.2M -$228K -10,593 -7%
AWM
85
Apollon Wealth Management
South Carolina
$3.12M -$20.2M -940,772 -87%
SP
86
SWS Partners
Ohio
$3.07M -$37K -1,721 -1%
PWM
87
Perigon Wealth Management
California
$3.04M +$34.8K +1,619 +1%
EP
88
EPIQ Partners
Minnesota
$2.88M +$284K +13,200 +11%
LIA
89
LifePlan Investment Advisors
North Carolina
$2.84M +$78K +3,626 +3%
TYCC
90
Texas Yale Capital Corp
Florida
$2.84M +$695K +32,311 +32%
SC
91
Schoolcraft Capital
Colorado
$2.83M -$87.4K -4,065 -3%
FCI
92
Financial Counselors Inc
Kansas
$2.81M -$22.4K -1,042 -0.8%
CA
93
CoreCap Advisors
Michigan
$2.8M +$2.29M +106,242 +446%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$2.73M +$1.6M +74,243 +141%
BF
95
Brooklyn FI
New York
$2.73M +$140K +6,530 +5%
GMA
96
Glassy Mountain Advisors
Maryland
$2.72M +$191K +8,857 +8%
PCWA
97
Pacific Capital Wealth Advisors
California
$2.67M – – –
JFG
98
JMG Financial Group
Illinois
$2.6M +$269K +12,527 +12%
BDF
99
Black Diamond Financial
Maryland
$2.57M +$37.7K +1,753 +1%
Jane Street
100
Jane Street
New York
$2.52M +$2.22M +103,094 +734%
2 3
4
5 6