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Schwab US REIT ETF

517 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $320K

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

2% more funds holding

Funds holding: 507517 (+10)

7% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less capital invested

Capital invested by funds: $4.3B → $4.24B (-$55.5M)

3.47% less ownership

Funds ownership: 56.83%53.36% (-3.5%)

Holders
517
Holders Change
+10
Holders Change %
+1.97%
% of All Funds
6.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
65
Increased
191
Reduced
178
Closed
46
Calls
$1.25M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$511K +$17.9K +852 +4%
WPW
227
Watershed Private Wealth
Illinois
$510K -$266K -12,704 -34%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$508K +$4.5K +215 +0.9%
AWMM
229
Aegis Wealth Management (Maryland)
Maryland
$508K
B
230
Bailard
California
$507K -$23.3K -1,113 -4%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$502K -$1.84K -88 -0.4%
SFS
232
Summit Financial Strategies
Ohio
$495K +$64.6K +3,084 +15%
TWM
233
Tradition Wealth Management
Minnesota
$494K -$482 -23 -0.1%
CB
234
Commerce Bank
Missouri
$491K +$92K +4,392 +23%
LF
235
Lee Financial
Texas
$486K -$23.9K -1,139 -5%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$484K +$3.27K +156 +0.7%
N
237
Natixis
France
$483K -$27.9K -1,331 -5%
BFA
238
Bluestem Financial Advisors
Illinois
$482K +$47K +2,243 +11%
EFP
239
Elser Financial Planning
Indiana
$481K -$7.65K -365 -2%
EGWAG
240
Elwood & Goetz Wealth Advisory Group
Georgia
$481K -$16.8K -801 -3%
Goldman Sachs
241
Goldman Sachs
New York
$479K +$28.6K +1,365 +6%
MWA
242
Medallion Wealth Advisors
Connecticut
$468K +$120K +5,708 +35%
WWM
243
WT Wealth Management
Arizona
$465K +$27.8K +1,327 +6%
SCI
244
Stableford Capital II
Arizona
$464K
WC
245
Waterloo Capital
Texas
$462K -$545 -26 -0.1%
AWS
246
Atria Wealth Solutions
New York
$459K +$2.18K +104 +0.5%
RFP
247
Root Financial Partners
California
$453K -$310K -14,820 -41%
LGG
248
Luts & Greenleigh Group
Maryland
$449K
KAS
249
Kestra Advisory Services
Texas
$448K +$257K +12,274 +138%
PFA
250
Portland Financial Advisors
New York
$444K -$2.79K -133 -0.6%

SCHH Hedge Fund Activity: Q2 2025 in Review

517 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2025, worth a combined $4.24B — down 1.3% from $4.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SCHH positions and 46 closed out — a net gain of 19 holders — while 191 added to existing stakes and 178 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28.3M. The largest seller was Quadrature Capital, exiting entirely with an estimated $31.3M sold.

  • 517 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2025, up from 507 in Q1 2025.
  • Funds reported $4.24B of Schwab US REIT ETF stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 65 funds opened new Schwab US REIT ETF positions in Q2 2025 and 46 closed out, a net change of +19 holders.
  • The largest Schwab US REIT ETF buyer in Q2 2025 was Financial Engines Advisors, an estimated $28.3M added.
  • The largest Schwab US REIT ETF seller in Q2 2025 was Quadrature Capital, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2025.