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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 %
RC
201
Roundview Capital
New Jersey
$683K -$18K -839 -3%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$679K +$151K +7,022 +29%
BIA
203
Bigelow Investment Advisors
Maine
$674K -$136K -6,303 -17%
IA
204
IFP Advisors
Florida
$663K +$59K +2,745 +10%
MWML
205
M Wealth Management LLC
California
$661K -$15.9K -741 -2%
IFA
206
Interactive Financial Advisors
Illinois
$658K -$28.8K -1,340 -4%
ECM
207
Evergreen Capital Management
Washington
$644K – – –
RWM
208
Ritholtz Wealth Management
New York
$643K +$643K +29,874 New
CFA
209
Cahill Financial Advisors
Minnesota
$642K +$1.76K +82 +0.3%
GKWIM
210
Gerber Kawasaki Wealth & Investment Management
California
$631K -$431K -20,060 -41%
C
211
Certuity
Florida
$623K +$153K +7,098 +32%
LCM
212
Liberty Capital Management
Michigan
$613K +$17.5K +813 +3%
YWM
213
Yoder Wealth Management
California
$608K +$15.6K +725 +3%
Vanguard Group
214
Vanguard Group
Pennsylvania
$591K +$65 +3 +0%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$591K +$44.1K +2,049 +8%
EE
216
EWG Elevate
California
$582K -$22.5K -1,045 -4%
FG
217
Foster Group
Iowa
$576K +$2.54K +118 +0.4%
GFWA
218
Grey Fox Wealth Advisors
Delaware
$560K -$11.1K -515 -2%
SWM
219
SigFig Wealth Management
California
$557K +$39.9K +3,408 +8%
FF
220
Friedenthal Financial
New Jersey
$546K -$63.1K -2,933 -10%
CCA
221
Carrera Capital Advisors
Michigan
$542K +$2.37K +110 +0.4%
B
222
Bailard
California
$540K +$124K +5,749 +30%
N
223
Natixis
France
$525K +$43 +2 +0%
OIA
224
OneDigital Investment Advisors
Kansas
$520K -$1.16M -53,729 -69%
LF
225
Lee Financial
Texas
$518K -$6.32K -294 -1%
7 8
9
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