SCHH icon

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 %
Stifel Financial
176
Stifel Financial
Missouri
$796K -$17.7K -822 -2%
WPW
177
Watershed Private Wealth
Illinois
$792K -$67.8K -3,151 -8%
FWM
178
Forza Wealth Management
Florida
$786K – – –
IIA
179
Integral Investment Advisors
California
$786K -$52.4K -2,434 -6%
RFP
180
Root Financial Partners
California
$779K +$46.5K +2,163 +6%
PA
181
Parallel Advisors
California
$777K +$176K +8,193 +29%
LJAC
182
L.J. Altfest & Co
New York
$773K +$174K +8,106 +29%
PAG
183
Private Advisor Group
New Jersey
$772K -$69.8K -3,243 -8%
CMMS
184
Comprehensive Money Management Services
Florida
$771K +$11.3K +525 +1%
JWS
185
Juncture Wealth Strategies
Arizona
$768K +$136K +6,323 +22%
BWM
186
BCS Wealth Management
Tennessee
$762K -$32.6K -1,516 -4%
CW
187
CreativeOne Wealth
Kansas
$758K +$357K +16,576 +89%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$758K +$84.5K +3,927 +13%
FFN
189
Focus Financial Network
Minnesota
$750K -$19.1K -886 -2%
AF
190
Allworth Financial
California
$737K -$106K -5,130 -13%
CKAIS
191
Christensen King & Associates Investment Services
Washington
$737K -$32.3K -1,514 -4%
JWM
192
JFG Wealth Management
Colorado
$735K -$109K -5,045 -13%
WP
193
WealthShield Partners
North Carolina
$715K +$38.9K +1,810 +6%
MWM
194
Mission Wealth Management
California
$714K -$105K -4,902 -13%
KWM
195
Kingsview Wealth Management
Oregon
$704K -$3.43M -159,457 -83%
MML Investors Services
196
MML Investors Services
Massachusetts
$703K +$19.3K +897 +3%
WA
197
Waverly Advisors
Alabama
$699K +$94.9K +4,414 +16%
VFG
198
Victory Financial Group
Texas
$693K +$693K +32,060 New
WAM
199
Wakefield Asset Management
Colorado
$687K +$9.74K +453 +1%
VAF
200
Values Added Financial
District of Columbia
$684K -$13.7K -637 -2%
6 7
8
9 10