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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 %
CL
126
Choreo LLC
Illinois
$1.67M -$28.3K -1,315 -2%
VCM
127
Vivaldi Capital Management
Illinois
$1.65M +$45.3K +2,108 +3%
SWM
128
Stockman Wealth Management
Montana
$1.64M +$738K +34,315 +82%
ISWM
129
Independent Solutions Wealth Management
New York
$1.64M +$84.2K +3,916 +5%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$1.63M -$51.8K -2,410 -3%
FA
131
FC Advisory
Pennsylvania
$1.61M -$34.5K -1,605 -2%
BBA
132
Braun-Bostich & Associates
Pennsylvania
$1.6M +$24.7K +1,149 +2%
TAM
133
Trillium Asset Management
Massachusetts
$1.46M – – –
RIM
134
Rockbridge Investment Management
New York
$1.45M -$268K -12,470 -16%
PWA
135
Peterson Wealth Advisors
Utah
$1.43M -$147K -7,559 -9%
IA
136
IFG Advisors
Missouri
$1.39M -$38K -1,767 -3%
BPA
137
Beacon Pointe Advisors
California
$1.38M +$1.03K +48 +0.1%
SWM
138
SeaCrest Wealth Management
New York
$1.33M -$20.2K -939 -1%
RIG
139
Ramiah Investment Group
Wisconsin
$1.33M +$1.33M +61,683 New
FFA
140
Farther Finance Advisors
California
$1.31M -$3.23M -149,917 -71%
Empower Advisory Group
141
Empower Advisory Group
Colorado
$1.3M +$64.2K +2,985 +5%
TWP
142
Tempus Wealth Planning
California
$1.3M +$84.3K +3,917 +7%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.3M +$160K +7,431 +14%
OPS
144
Orion Portfolio Solutions
Nebraska
$1.3M +$160K +7,431 +14%
VA
145
Valmark Advisers
Ohio
$1.28M -$110K -5,100 -8%
GT
146
Greenleaf Trust
Michigan
$1.23M – – –
CWA
147
Clearview Wealth Advisors
Oregon
$1.23M -$12.8K -594 -1%
Osaic Holdings
148
Osaic Holdings
Arizona
$1.23M -$1.43M -66,259 -54%
RBC
149
Roble Belko & Company
Pennsylvania
$1.21M +$65.6K +3,048 +6%
BIM
150
Breakwater Investment Management
Washington
$1.2M -$27.3K -1,267 -2%
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