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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
FWM
326
Fortress Wealth Management
California
$235K -$1.99K -95 -0.8%
CTC
327
Central Trust Company
Missouri
$234K +$123K +5,855 +113%
PAS
328
Park Avenue Securities
New York
$232K -$28.3K -1,351 -11%
LAM
329
Lewis Asset Management
California
$228K +$8.34K +398 +4%
SA
330
Skyline Advisors
Washington
$227K
BJL
331
Brighton Jones LLC
Washington
$223K +$8.23K +393 +4%
PPWM
332
Perissos Private Wealth Management
Oklahoma
$221K +$461 +22 +0.2%
LFG
333
Larson Financial Group
Missouri
$219K +$54.7K +2,613 +34%
BAMG
334
Brand Asset Management Group
Missouri
$218K -$12K -571 -5%
MFG
335
MidWestOne Financial Group
Iowa
$217K -$67.2K -3,208 -24%
CIA
336
Capital Investment Advisors
Georgia
$214K +$212K +10,096 New
BHCM
337
Brevan Howard Capital Management
Jersey
$214K +$211K +10,092 New
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$212K -$41.2K -1,968 -16%
TA
339
Tactive Advisors
Florida
$209K +$207K +9,896 New
CA
340
Clearstead Advisors
Ohio
$204K -$71.5K -3,412 -26%
DW
341
Dodds Wealth
Colorado
$202K +$105 +5 +0.1%
PHAM
342
Palisades Hudson Asset Management
Florida
$201K +$199K +9,505 New
ACA
343
Aptus Capital Advisors
Alabama
$199K -$1.45K -69 -0.7%
AIA
344
Armor Investment Advisors
North Carolina
$195K -$31.7K -1,511 -14%
AF
345
Advisornet Financial
Minnesota
$189K -$18.5K -881 -9%
GIM
346
Glenmede Investment Management
Pennsylvania
$188K +$186K +8,874 New
TIM
347
Total Investment Management
Arizona
$186K +$184K +8,804 New
Comerica Bank
348
Comerica Bank
Texas
$179K -$50.7K -2,422 -22%
CIR
349
Clear Investment Research
Georgia
$169K -$3.31K -158 -2%
BFPW
350
BOK Financial Private Wealth
Colorado
$158K

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.