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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
ACG
301
Allen Capital Group
Nebraska
$285K -$19.8K -945 -7%
CFP
302
Cypress Financial Planning
New Jersey
$271K +$16.9K +807 +7%
FA
303
FF Advisors
California
$270K
HWA
304
Hillcrest Wealth Advisors
New Jersey
$268K +$266K +12,675 New
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$268K +$265K +12,658 New
CCA
306
Cobblestone Capital Advisors
New York
$267K -$17.9K -855 -6%
RWM
307
Rialto Wealth Management
New York
$267K +$22.5K +1,075 +9%
RW
308
REDW Wealth
New Mexico
$262K -$179K -8,524 -41%
GC
309
Garde Capital
Washington
$262K -$65.3K -3,115 -20%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$252K -$19.8K -944 -7%
AQR Capital Management
311
AQR Capital Management
Connecticut
$250K +$248K +11,838 New
AIM
312
Aurora Investment Managers
Florida
$249K +$247K +11,781 New
RP
313
Regal Partners
Australia
$247K +$244K +11,651 New
FLFS
314
Family Legacy Financial Solutions
North Carolina
$246K +$244K +11,623 New
CPL
315
CAP Partners LLC
Tennessee
$245K -$10.2K -487 -4%
TPA
316
Trivium Point Advisory
Connecticut
$243K +$4.17K +199 +2%
B
317
Bensler
Washington
$242K -$152K -7,266 -39%
MWM
318
Meridian Wealth Management
Kentucky
$242K +$239K +11,424 New
PHIC
319
Pine Haven Investment Counsel
Massachusetts
$240K +$238K +11,341 New
IA
320
IFG Advisory
Georgia
$240K +$27.8K +1,327 +13%
MAWA
321
Moss Adams Wealth Advisors
Washington
$239K +$237K +11,307 New
AFP
322
Ausdal Financial Partners
Iowa
$239K -$5.64K -269 -2%
ACA
323
Ascension Capital Advisors
Texas
$238K -$26.2K -1,250 -10%
BA
324
Bridgewater Advisors
New York
$236K +$84 +4 +0%
MIAS
325
Mason Investment Advisory Services
Virginia
$236K

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.