Schwab U.S. REIT

SCHH • ARCA

Schwab U.S. REIT is an exchange-traded fund on ARCA. As of Q3 2025, 525 institutional investors hold shares in this ETF, with total holdings valued at $4.4B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $1.2B.

Overview

Overview of institutional ownership in SCHH as of Q3 2025

All Institutions

Institutions: 525
Value Held: $4.4B
Shares Held: 205.6M
Avg Position: $8.4M
Median Position: $398.1K

Hedge Funds

Hedge Funds: 7
Value Held: $3.5M
Shares Held: 163.1K
Avg Position: $502.5K
Median Position: $229.1K

Biggest Investors

Institutions with the largest positions in SCHH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$1.2B 2.35% of portfolio	57.1M shares	Q4 2016 Held for 8y 11m	$52.4B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$691.9M 0.82% of portfolio	32.1M shares	Q1 2016 Held for 9y 8m	$84.3B
FMR LLC Institution	-	$602.5M 0.03% of portfolio	27.9M shares	Q3 2018 Held for 7y 2m	$1.92T
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$468.3M 0.36% of portfolio	21.7M shares	≤ Q2 2013 Held for 12y 5m+	$130.86B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$180.3M 0.67% of portfolio	8.4M shares	Q3 2023 Held for 2y 2m	$26.8B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$160.6M 0.11% of portfolio	7.4M shares	Q2 2016 Held for 9y 5m	$149.83B
HPM Partners LLC RIA/Wealth	Kurt Patrick Miscinski President	$56.9M 0.09% of portfolio	2.6M shares	Q4 2019 Held for 5y 11m	$61.7B
B BNP PARIBAS ARBITRAGE, SA Institution	-	$37.4M 0.03% of portfolio	1.7M shares	Q1 2018 Held for 7y 8m	$126.06B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$36.7M 0.01% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
B BENJAMIN EDWARDS INC Institution	-	$36.2M 0.41% of portfolio	1.7M shares	Q2 2019 Held for 6y 5m	$8.8B

Net Capital Flow

Institutional buying and selling activity for SCHH in Q3 2025

Traded: +$149.4M
Buyers: 293
Sellers: 177
Total Bought: +$252.3M
Total Sold: −$102.9M
Avg Position: $7.8M

Biggest Buyers

Institution	Net Bought	Current Position
F Financial Engines Advisors L.L.C. Institution	+$33.6M +1.6M shares	$1.2B 57.1M shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$33.2M +1.5M shares	$691.9M 32.1M shares
FMR LLC Institution	+$32.6M +1.5M shares	$602.5M 27.9M shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$30.2M +1.4M shares	$37.4M 1.7M shares
Atomi Financial Group, Inc. RIA/Wealth	+$13.6M +628.9K shares	$13.6M 628.9K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	+$10.6M +491.2K shares	$180.3M 8.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$6.7M +308.6K shares	$26.1M 1.2M shares
E Elm Partners Management LLC Institution	+$4.7M +218.3K shares	$12.2M 564.0K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$4.3M +200.3K shares	$5.7M 264.1K shares
Stanich Group LLC RIA/Wealth	+$4.2M +196.1K shares	$4.2M 196.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
M&T BANK CORP Institution	−$22.1M −1.0M shares	Sold Off 0 shares
Creative Planning RIA/Wealth	−$20.0M −925.4K shares	$468.3M 21.7M shares
Morningstar Investment Management LLC Long Only Manager	−$14.7M −679.4K shares	$11.0M 508.0K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$8.8M −409.8K shares	$160.6M 7.4M shares
C Colony Group, LLC Institution	−$4.7M −217.3K shares	$7.4M 342.9K shares
Jackson Creek Investment Advisors LLC Long Only Manager	−$3.2M −149.7K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$2.9M −134.9K shares	$22.8M 1.1M shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	−$1.9M −89.1K shares	$23.1M 1.1M shares
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth	−$1.7M −79.3K shares	$6.1M 281.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.5M −68.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHH in Q3 2025

New Positions: 34
New Value: $11.7M
Exited Positions: 39
Exited Value: $31.8M

New Positions

Institution	Position Value
Stanich Group LLC RIA/Wealth	$4.2M 196.1K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$2.5M 116.0K shares
Csenge Advisory Group RIA/Wealth	$982.7K 45.6K shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth	$555.3K 25.7K shares
Simplicity Wealth,LLC RIA/Wealth	$477.9K 22.2K shares
Foundations Investment Advisors, LLC RIA/Wealth	$317.5K 14.7K shares
Kelman-Lazarov, Inc. RIA/Wealth	$290.7K 13.5K shares
Sentinus, LLC RIA/Wealth	$273.4K 12.7K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$273.1K 12.7K shares
United Advisor Group, LLC RIA/Wealth	$250.6K 11.6K shares

Exited Positions

Institution	Previous Position
M&T BANK CORP Institution	$22.1M 1.0M shares
Jackson Creek Investment Advisors LLC Long Only Manager	$3.2M 149.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.5M 68.8K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$834.0K 39.4K shares
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	$686.1K 32.4K shares
Kestra Advisory Services, LLC RIA/Wealth	$448.0K 21.2K shares
P Providence First Trust Co Institution	$437.3K 20.7K shares
CALTON & ASSOCIATES, INC. RIA/Wealth	$376.9K 17.8K shares
T TWO SIGMA SECURITIES, LLC Institution	$289.1K 13.7K shares
H Hillcrest Wealth Advisors - NY, LLC RIA/Wealth	$268.2K 12.7K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHH as of Q3 2025

Call Positions: 2
Call Value: $524.2K
Put Positions: 1
Put Value: $461.6K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$306.3K 142.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$217.9K 101.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$461.6K 214.0 contracts

Most Committed Institutions

Institutions with SCHH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Z ZynergyRetirementPlanningLLC Institution	-	10.15% $16.1M	746.4K shares	Q2 2024 Held for 1y 5m	$158.6M
Strategic Financial Planning, Inc. RIA/Wealth	Bryan Keith Lee President	5.74% $9.9M	459.5K shares	Q4 2019 Held for 5y 11m	$172.6M
Pioneer Wealth Management Group RIA/Wealth	Milad Taghehchian CEO	4.85% $15.0M	696.5K shares	Q1 2025 Held for 8 months	$309.8M
PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth	William Allen Weber Managing Partner	4.22% $13.5M	625.0K shares	Q3 2024 Held for 1y 2m	$319.8M
White & Co Financial Planning Inc RIA/Wealth	James Eric Parker President	4.10% $5.4M	252.6K shares	Q4 2024 Held for 11 months	$132.8M
H HUNTINGTON ASSET ADVISORS, INC. Institution	Jerry John Szilagyi President	3.82% $33.1M	1.5M shares	Q1 2018 Held for 7y 8m	$865.7M
M MASON STREET ADVISORS, LLC Insurance Manager	Bonnie Lynn Tomczak Chairman	3.64% $35.1M	1.6M shares	Q2 2024 Held for 1y 5m	$964.8M
C Courage Miller Partners, LLC RIA/Wealth	Jeffrey Samuel Miller Managing Partner	3.33% $11.1M	514.4K shares	≤ Q2 2013 Held for 12y 5m+	$333.5M
Upper Left Wealth Management, LLC RIA/Wealth	Randy David Kurtz Managing Partner	3.03% $4.8M	224.1K shares	Q4 2021 Held for 3y 11m	$159.3M
BlueSky Wealth Advisors, LLC RIA/Wealth	David Laurence Blain Managing Partner	2.88% $21.4M	990.8K shares	Q4 2016 Held for 8y 11m	$741.6M

Hedge Fund Spotlight

Discover hedge funds investing in SCHH

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Schwab U.S. REIT

Market Value: $309.0K
Shares Held: 14.3K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%