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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 %
MWML
201
M Wealth Management LLC
California
$650K – – –
ECM
202
Evergreen Capital Management
Washington
$634K +$317 +15 +0.1%
LCM
203
Liberty Capital Management
Michigan
$630K +$26.9K +1,272 +4%
YWM
204
Yoder Wealth Management
California
$617K +$18.8K +888 +3%
WA
205
Waverly Advisors
Alabama
$614K -$73.7K -3,484 -11%
TWM
206
Tanglewood Wealth Management
Texas
$603K +$400K +18,911 +197%
DSA
207
Droms Strauss Advisors
Missouri
$602K +$124K +5,866 +26%
PA
208
Parallel Advisors
California
$600K -$164K -7,765 -21%
VAF
209
Values Added Financial
District of Columbia
$597K -$75.9K -3,589 -11%
EFG
210
Everhart Financial Group
Ohio
$585K +$153K +7,220 +35%
Vanguard Group
211
Vanguard Group
Pennsylvania
$580K -$1.06K -50 -0.2%
CFA
212
Cahill Financial Advisors
Minnesota
$576K -$55.9K -2,642 -9%
VWA
213
Valued Wealth Advisors
Utah
$574K +$135K +6,389 +31%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$571K -$10.1K -476 -2%
IWC
215
Integrated Wealth Concepts
Massachusetts
$561K +$79.4K +3,751 +16%
CIA
216
Cape Investment Advisory
Georgia
$561K +$124K +5,837 +28%
EE
217
EWG Elevate
California
$554K -$18.7K -882 -3%
AF
218
Allworth Financial
California
$549K -$206K -9,716 -27%
PFG
219
Prospect Financial Group
Virginia
$546K +$87.4K +4,132 +19%
CCA
220
Carrera Capital Advisors
Michigan
$537K +$3.81K +180 +0.7%
HI
221
Human Investing
Oregon
$532K +$47.5K +2,246 +10%
FF
222
Friedenthal Financial
New Jersey
$531K -$5.67K -268 -1%
GFWA
223
Grey Fox Wealth Advisors
Delaware
$518K -$33.3K -1,572 -6%
LPAM
224
Lodestar Private Asset Management
California
$511K +$18K +852 +4%
WPW
225
Watershed Private Wealth
Illinois
$510K -$269K -12,704 -34%
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9
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