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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
GCA
276
Greenwood Capital Associates
South Carolina
$361K -$7.17K -342 -2%
OIA
277
OneDigital Investment Advisors
Kansas
$360K -$150K -7,152 -30%
LFA
278
Laraway Financial Advisors
Minnesota
$359K +$63 +3 +0%
WWM
279
Western Wealth Management
Colorado
$359K -$6.72K -321 -2%
CAMG
280
CWA Asset Management Group
Florida
$358K -$5.82K -278 -2%
Truist Financial
281
Truist Financial
North Carolina
$357K -$6.96K -332 -2%
PFC
282
Phocas Financial Corp
California
$347K
KGP
283
Keystone Global Partners
Colorado
$345K -$21 -1 -0%
GWM
284
GSB Wealth Management
Connecticut
$341K +$212K +10,139 +516%
SWA
285
Strata Wealth Advisors
Texas
$335K +$331K +15,819 New
ATC
286
Advantage Trust Company
Kansas
$333K +$330K +15,740 New
OFS
287
OneAscent Financial Services
Alabama
$332K -$9.05K -432 -3%
SC
288
Savant Capital
Illinois
$323K +$120K +5,724 +60%
CFD
289
Creative Financial Designs
Indiana
$319K +$35.6K +1,697 +13%
AWM
290
Ariadne Wealth Management
California
$315K -$107K -5,100 -25%
Koshinski Asset Management
291
Koshinski Asset Management
Illinois
$313K +$964 +46 +0.3%
TIM
292
Thompson Investment Management
Wisconsin
$311K +$19.6K +936 +7%
LCWP
293
Legacy Capital Wealth Partners
Arkansas
$309K -$7.4K -353 -2%
WFA
294
Websterrogers Financial Advisors
South Carolina
$308K -$36.3K -1,732 -11%
SA
295
Sanctuary Advisors
Indiana
$307K +$36.4K +1,739 +14%
AOWM
296
Alpha Omega Wealth Management
Virginia
$307K -$8.99K -429 -3%
RDWM
297
Red Door Wealth Management
Tennessee
$304K -$440 -21 -0.1%
SWA
298
Sax Wealth Advisors
New Jersey
$302K -$5.15K -246 -2%
CA
299
Cambridge Advisors
Nebraska
$293K +$105 +5 +0%
TSS
300
Two Sigma Securities
New York
$289K +$286K +13,662 New

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.