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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
AI
251
Atria Investments
North Carolina
$443K +$1.26K +60 +0.3%
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$438K +$128K +6,114 +42%
PFT
253
Providence First Trust
Arizona
$437K
DWS
254
Discipline Wealth Solutions
South Carolina
$436K +$3.23K +154 +0.8%
FTS
255
Fifth Third Securities
Ohio
$432K -$1.74K -83 -0.4%
Sumitomo Mitsui Trust Group
256
Sumitomo Mitsui Trust Group
Japan
$431K +$167K +7,976 +64%
AC
257
AlphaCore Capital
California
$429K +$387K +18,450 +1,013%
Citigroup
258
Citigroup
New York
$428K -$495K -23,627 -54%
BSB
259
Bangor Savings Bank
Maine
$419K -$13.1K -623 -3%
JEST
260
JTC Employer Solutions Trustee
Jersey
$419K
IWA
261
IVC Wealth Advisors
Pennsylvania
$416K +$18K +859 +5%
NL
262
NWAM LLC
Washington
$410K +$406K +19,375 New
HSA
263
HBK Sorce Advisory
Pennsylvania
$408K -$424K -20,226 -51%
WA
264
WBH Advisory
Maryland
$408K -$17K -810 -4%
FWM
265
Fonville Wealth Management
Virginia
$405K +$251 +12 +0.1%
CI
266
Cordant Inc
Oregon
$402K -$1.78K -85 -0.4%
WF
267
Whelan Financial
California
$393K -$15.1K -721 -4%
HFS
268
Heritage Financial Services
Massachusetts
$392K -$18.5K -884 -5%
FPCP
269
Fort Point Capital Partners
California
$387K +$383K +18,302 New
CA
270
Calton & Associates
Florida
$377K -$1.05K -50 -0.3%
IAN
271
Integrated Advisors Network
Texas
$376K +$163K +7,771 +78%
VWA
272
VSM Wealth Advisory
Maryland
$373K -$24.6K -1,173 -6%
HCP
273
Hardin Capital Partners
South Carolina
$371K +$901 +43 +0.2%
EFG
274
Embree Financial Group
Illinois
$367K -$4.07K -194 -1%
PB
275
Pinnacle Bancorp
Nebraska
$367K -$20.6K -982 -5%

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.