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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 %
MAS
101
Madden Advisory Services
Florida
$2.23M 105,325 +3,092 +3%
BA
102
Ballast Advisors
Minnesota
$2.19M 103,271 +1,057 +1%
BC
103
Brio Consultants
California
$2.09M 98,645 -4,673 -5%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$2.06M 97,526 -141,471 -59%
MOS
105
MGO One Seven
Ohio
$2.03M 95,820 +4,101 +4%
AC
106
AWM Capital
Arizona
$2.02M 95,659 – –
CFP
107
Cascade Financial Partners
California
$1.97M 93,169 -1,883 -2%
GWM
108
Geneos Wealth Management
Colorado
$1.97M 93,095 -95,093 -51%
AAS
109
Avantax Advisory Services
Texas
$1.96M 92,612 -2,640 -3%
FA
110
FC Advisory
Pennsylvania
$1.94M 91,680 +16,775 +22%
PIMG
111
Patriot Investment Management Group
Tennessee
$1.91M 90,368 -980 -1%
CAM
112
Cresset Asset Management
Illinois
$1.88M 89,075 +431 +0.5%
MWM
113
Modera Wealth Management
New Jersey
$1.87M 88,535 -12 -0%
HWA
114
HHM Wealth Advisors
Tennessee
$1.81M 85,772 -3,315 -4%
JFGLC
115
Johnson Financial Group LLC (Colorado)
Colorado
$1.81M 85,667 -20,999 -20%
MCM
116
MAI Capital Management
Ohio
$1.81M 85,372 -42 -0%
LWMNY
117
Landmark Wealth Management (New York)
New York
$1.78M 84,102 +981 +1%
BDF
118
Black Diamond Financial
Maryland
$1.73M 81,784 -37,766 -32%
AWA
119
Alaska Wealth Advisors
Alaska
$1.72M 81,259 -1,123 -1%
ISWM
120
Independent Solutions Wealth Management
New York
$1.72M 81,188 +5,013 +7%
SF
121
Summit Financial
New Jersey
$1.69M 80,060 +80,060 New
SWM
122
Stockman Wealth Management
Montana
$1.67M 78,795 +2,470 +3%
VCM
123
Vivaldi Capital Management
Illinois
$1.62M 76,436 -319 -0.4%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$1.61M 75,967 -4,920 -6%
PWA
125
Peterson Wealth Advisors
Utah
$1.6M 75,618 +2,043 +3%
3 4
5
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