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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B +$7.26M +337,472 +0.6%
US Bancorp
2
US Bancorp
Minnesota
$641M +$29.5M +1,371,461 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$562M +$14.2M +657,976 +3%
Creative Planning
4
Creative Planning
Kansas
$503M -$19.2M -894,917 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$165M +$145K +6,726 +0.1%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$161M +$5.3M +246,540 +3%
Cerity Partners
7
Cerity Partners
New York
$58.5M -$5.82M -270,380 -9%
RA
8
Rational Advisors
New York
$38.1M +$2.63M +122,079 +7%
Ameriprise
9
Ameriprise
Minnesota
$35.8M +$3.28M +152,381 +10%
BEI
10
Benjamin Edwards Inc
Missouri
$32.3M +$13.2M +615,288 +69%
MSA
11
Mason Street Advisors
Wisconsin
$32M – – –
QC
12
Quadrature Capital
United Kingdom
$31.3M +$9.63M +447,719 +44%
CST
13
Charles Schwab Trust
Nevada
$26.1M +$2.79M +129,557 +12%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$24.2M -$16.4M -763,040 -40%
MGIA
15
Moneta Group Investment Advisors
Missouri
$24M -$29.9K -1,390 -0.1%
MIM
16
Morningstar Investment Management
Illinois
$24M -$489K -22,748 -2%
M&T Bank
17
M&T Bank
New York
$22.5M +$1.85K +86 +0%
FM
18
Foster & Motley
Ohio
$19.8M +$342K +15,884 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18.9M -$739K -34,376 -4%
BWA
20
BlueSky Wealth Advisors
North Carolina
$18.8M +$507K +23,550 +3%
HFS
21
Hantz Financial Services
Michigan
$18.1M -$4.22M -196,121 -19%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$17.7M -$2.06M -95,977 -10%
BlackRock
23
BlackRock
New York
$16.6M -$8.45M -392,911 -34%
ZRP
24
Zynergy Retirement Planning
New Jersey
$14.5M +$361K +17,118 +3%
Raymond James Financial
25
Raymond James Financial
Florida
$14M +$10.5M +489,677 +307%
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