SCHH icon

Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
545
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Summit Financial
New Jersey
$1.97M
AWA
127
Alaska Wealth Advisors
Alaska
$1.97M
FA
128
FC Advisory
Pennsylvania
$1.95M
WFP
129
Wrenne Financial Planning
Kentucky
$1.93M
PIMG
130
Patriot Investment Management Group
Tennessee
$1.91M
Empower Advisory Group
131
Empower Advisory Group
Colorado
$1.86M
GWM
132
Geneos Wealth Management
Colorado
$1.85M
SWM
133
Stockman Wealth Management
Montana
$1.84M
CFP
134
Cascade Financial Partners
California
$1.83M
MWM
135
Modera Wealth Management
New Jersey
$1.82M
Lido Advisors
136
Lido Advisors
California
$1.79M
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$1.76M
HCP
138
Hexagon Capital Partners
Arkansas
$1.75M
ISWM
139
Independent Solutions Wealth Management
New York
$1.74M
MCM
140
MAI Capital Management
Ohio
$1.73M
CIA
141
Cape Investment Advisory
Georgia
$1.71M
CFG
142
Carter Financial Group
Illinois
$1.69M
HWA
143
HHM Wealth Advisors
Tennessee
$1.68M
BBA
144
Braun-Bostich & Associates
Pennsylvania
$1.61M
FCIM
145
Fairview Capital Investment Management
California
$1.6M
EWA
146
EP Wealth Advisors
California
$1.5M
TWP
147
Tempus Wealth Planning
California
$1.48M
JP Morgan Chase
148
JP Morgan Chase
New York
$1.47M
KWA
149
Kingswood Wealth Advisors
California
$1.46M
CL
150
Choreo LLC
Illinois
$1.41M