SCHH icon

Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$828K
Stifel Financial
177
Stifel Financial
Missouri
$822K
RBC
178
Roble Belko & Company
Pennsylvania
$820K
FEG
179
Fund Evaluation Group
Ohio
$805K
PFBT
180
Parkside Financial Bank & Trust
Missouri
$803K
FWM
181
Forza Wealth Management
Florida
$769K
WAM
182
Wakefield Asset Management
Colorado
$757K
MWM
183
Mission Wealth Management
California
$755K
WP
184
WealthShield Partners
North Carolina
$754K
WWM
185
WT Wealth Management
Arizona
$741K
CKAIS
186
Christensen King & Associates Investment Services
Washington
$741K
IIA
187
Integral Investment Advisors
California
$741K
Bank of New York Mellon
188
Bank of New York Mellon
New York
$737K
YWM
189
Yoder Wealth Management
California
$726K
JWS
190
Juncture Wealth Strategies
Arizona
$721K
KWM
191
Kingsview Wealth Management
Oregon
$718K
LJAC
192
L.J. Altfest & Co
New York
$717K
FFA
193
Farther Finance Advisors
California
$716K
FFN
194
Focus Financial Network
Minnesota
$695K
WCFA
195
Walkner Condon Financial Advisors
Wisconsin
$693K
JWM
196
JFG Wealth Management
Colorado
$691K
FG
197
Foster Group
Iowa
$679K
LCM
198
Liberty Capital Management
Michigan
$661K
BWM
199
BCS Wealth Management
Tennessee
$655K
Corient Private Wealth
200
Corient Private Wealth
Florida
$649K