Schwab US REIT ETF
SCHH
508 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 208 increasing their positions, 160 reducing their positions, and 53 closing their positions.
143% more call options, than puts
Call options by funds: $391K | Put options by funds: $161K
30% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 160
2% more capital invested
Capital invested by funds: $4.22B → $4.29B (+$73.7M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 53
0.05% less ownership
Funds ownership: 56.85% → 56.81% (-0.05%)
2% less funds holding
Funds holding: 517 → 508 (-9)
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
508 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2025, worth a combined $4.29B — up 1.7% from $4.22B a quarter earlier.
Fund positioning in SCHH was balanced in Q1 2025: 53 funds opened new positions, 53 closed out, 208 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.
- 508 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2025, down from 517 in Q4 2024.
- Funds reported $4.29B of Schwab US REIT ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
- 53 funds opened new Schwab US REIT ETF positions in Q1 2025 and 53 closed out, a net change of 0 holders.
- 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.