Schwab US REIT ETF
SCHH
507 hedge funds and large institutions have $4.3B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 207 increasing their positions, 160 reducing their positions, and 52 closing their positions.
143% more call options, than puts
Call options by funds: $391K | Put options by funds: $161K
29% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 160
2% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 52
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.03% less ownership
Funds ownership: 56.85% → 56.83% (-0.03%)
2% less funds holding
Funds holding: 516 → 507 (-9)
5% less capital invested
Capital invested by funds: $4.53B → $4.3B (-$235M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$29.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.1M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$13.2M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$10.5M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$20.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$19.1M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$16.3M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$10.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.83M |
SCHH Hedge Fund Activity: Q1 2025 in Review
507 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2025, worth a combined $4.3B — down 5.2% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHH positions and 52 closed out — a net gain of 1 holder — while 207 added to existing stakes and 160 trimmed.
The largest buyer was US Bancorp, adding an estimated $29.3M. The largest seller was Apollon Wealth Management, cutting an estimated $20.1M.
- 507 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2025, down from 516 in Q4 2024.
- Funds reported $4.3B of Schwab US REIT ETF stock for Q1 2025, down 5.2% quarter-over-quarter.
- 53 funds opened new Schwab US REIT ETF positions in Q1 2025 and 52 closed out, a net change of +1 holder.
- The largest Schwab US REIT ETF buyer in Q1 2025 was US Bancorp, an estimated $29.3M added.
- The largest Schwab US REIT ETF seller in Q1 2025 was Apollon Wealth Management, an estimated $20.1M sold.
Based on aggregated 13F filings for Q1 2025.