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Schwab US REIT ETF
SCHH

Overview Fund Activity

508 hedge funds and large institutions have $4.23B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.81%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
63
Increased
186
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B
2
US Bancorp
2
US Bancorp
Minnesota
$646M
3
BlackRock
3
BlackRock
New York
$25.2M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$8.52M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$8.49M

Top Sellers

1
QC
1
Quadrature Capital
United Kingdom
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$7.05M
3
Creative Planning
3
Creative Planning
Kansas
$479M
4
Raymond James Financial
4
Raymond James Financial
Florida
$4.11M
5
TC
5
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
Forza Wealth Management
Florida
$774K – – –
IA
177
IFP Advisors
Florida
$765K +$112K +5,313 +17%
LJAC
178
L.J. Altfest & Co
New York
$761K +$677 +32 +0.1%
IIA
179
Integral Investment Advisors
California
$761K -$12.3K -579 -2%
CIP
180
Capital Insight Partners
Arizona
$758K -$29.8K -1,406 -4%
PAG
181
Private Advisor Group
New Jersey
$751K -$8.87K -419 -1%
GKWIM
182
Gerber Kawasaki Wealth & Investment Management
California
$731K +$110K +5,182 +18%
CKAIS
183
Christensen King & Associates Investment Services
Washington
$726K -$4.89K -231 -0.7%
KWM
184
Kingsview Wealth Management
Oregon
$721K +$28.2K +1,331 +4%
WP
185
WealthShield Partners
North Carolina
$716K +$13.4K +632 +2%
JWS
186
Juncture Wealth Strategies
Arizona
$713K -$43.2K -2,040 -6%
FFA
187
Farther Finance Advisors
California
$709K -$582K -27,525 -45%
FFN
188
Focus Financial Network
Minnesota
$702K -$35.9K -1,697 -5%
MWM
189
Mission Wealth Management
California
$700K -$2.5K -118 -0.4%
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$695K -$127K -6,015 -15%
WAM
191
Wakefield Asset Management
Colorado
$694K +$17.6K +832 +3%
VFG
192
Victory Financial Group
Texas
$686K +$7.66K +362 +1%
JWM
193
JFG Wealth Management
Colorado
$684K -$39K -1,842 -5%
MML Investors Services
194
MML Investors Services
Massachusetts
$680K -$11.7K -552 -2%
RC
195
Roundview Capital
New Jersey
$675K +$2.84K +134 +0.4%
BIA
196
Bigelow Investment Advisors
Maine
$672K +$9.69K +458 +1%
FG
197
Foster Group
Iowa
$661K +$94.4K +4,459 +17%
IFA
198
Interactive Financial Advisors
Illinois
$661K +$13.4K +632 +2%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$659K -$86.6K -4,092 -12%
C
200
Certuity
Florida
$655K +$41.6K +1,965 +7%
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