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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 %
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$2.52M +$83.9K +3,901 +3%
Bank of America
102
Bank of America
North Carolina
$2.5M -$1.21M -56,331 -33%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.42M +$2.42M +112,330 New
SWM
104
Sagace Wealth Management
Florida
$2.38M +$9.96K +463 +0.4%
FCIM
105
Fairview Capital Investment Management
California
$2.31M -$35.7K -1,658 -2%
JFGLC
106
Johnson Financial Group LLC (Colorado)
Colorado
$2.29M +$19.2K +894 +0.8%
ACA
107
Atlas Capital Advisors
Wyoming
$2.28M +$656K +30,496 +40%
GFP
108
Guardian Financial Partners
California
$2.28M +$287K +13,357 +14%
KOC
109
Koss-Olinger Consulting
Florida
$2.28M +$43 +2 +0%
BC
110
Brio Consultants
California
$2.22M +$22.1K +1,027 +1%
MAS
111
Madden Advisory Services
Florida
$2.2M +$31.3K +1,453 +1%
BA
112
Ballast Advisors
Minnesota
$2.2M +$25.7K +1,195 +1%
AC
113
AWM Capital
Arizona
$2.06M -$79.6K -3,699 -4%
AAS
114
Avantax Advisory Services
Texas
$2.05M -$30K -1,395 -1%
CFP
115
Cascade Financial Partners
California
$2.04M -$734K -34,127 -26%
DCM
116
Davis Capital Management
Florida
$1.99M +$6.93K +322 +0.3%
MOS
117
MGO One Seven
Ohio
$1.97M +$359K +16,706 +22%
PIMG
118
Patriot Investment Management Group
Tennessee
$1.96M -$100K -4,669 -5%
HWA
119
HHM Wealth Advisors
Tennessee
$1.92M -$36.2K -1,681 -2%
CAM
120
Cresset Asset Management
Illinois
$1.91M +$75.3K +3,502 +4%
MWM
121
Modera Wealth Management
New Jersey
$1.9M -$8.84K -411 -0.5%
MCM
122
MAI Capital Management
Ohio
$1.84M -$111K -5,144 -6%
LWMNY
123
Landmark Wealth Management (New York)
New York
$1.79M +$45.3K +2,108 +3%
AWA
124
Alaska Wealth Advisors
Alaska
$1.77M +$77K +3,580 +5%
SOADOR
125
State of Alaska Department of Revenue
Alaska
$1.74M -$427K -19,863 -20%
3 4
5
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