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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 %
HCP
151
Hexagon Capital Partners
Arkansas
$1.2M +$124K +5,752 +12%
Lido Advisors
152
Lido Advisors
California
$1.19M +$1.19M +55,303 New
CPIG
153
Chicago Partners Investment Group
Illinois
$1.18M -$120K -5,672 -9%
KWA
154
Kingswood Wealth Advisors
California
$1.16M +$36.7K +1,707 +3%
SIA
155
SGL Investment Advisors
Montana
$1.14M +$176K +8,378 +18%
WFP
156
Wrenne Financial Planning
Kentucky
$1.12M +$66.8K +3,107 +6%
LAIC
157
Lederer & Associates Investment Counsel
California
$1.12M +$237 +11 +0%
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.11M -$49.5K -2,300 -4%
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$1.07M -$38.7K -1,800 -3%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$1.05M -$17.6K -819 -2%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.01M -$53.6K -2,491 -5%
AA
162
Alesco Advisors
New York
$1.01M -$136K -6,303 -12%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$993K +$177K +8,226 +22%
BWA
164
Bestgate Wealth Advisors
Maryland
$990K -$158K -7,356 -14%
NFTC
165
North Forty Two & Co
Oregon
$977K – – –
SIG
166
Stonegate Investment Group
Alabama
$973K – – –
WCM
167
Winthrop Capital Management
Indiana
$955K +$430 +20 +0%
Citigroup
168
Citigroup
New York
$943K +$662K +30,781 +235%
GCA
169
Gradient Capital Advisors
California
$932K +$4.26K +198 +0.5%
MMCM
170
Murphy & Mullick Capital Management
New York
$904K -$23.7K -1,103 -3%
HSA
171
HBK Sorce Advisory
Pennsylvania
$850K -$150K -6,951 -15%
AWA
172
Aletheian Wealth Advisors
Washington
$849K -$11.6K -538 -1%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$837K +$830K +38,586 +11,250%
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$835K +$7.14K +332 +0.9%
CIP
175
Capital Insight Partners
Arizona
$800K -$141K -6,566 -15%
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