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Schwab US REIT ETF

589 hedge funds and large institutions have $6.38B invested in Schwab US REIT ETF in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 178 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 45

28% more capital invested

Capital invested by funds: $4.97B → $6.38B (+$1.41B)

23% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 178

4% more funds holding

Funds holding: 566589 (+23)

3.08% more ownership

Funds ownership: 54.43%57.51% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
589
Holders Change
+23
Holders Change %
+4.06%
% of All Funds
7.12%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
77
Increased
219
Reduced
178
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRI
326
Prepared Retirement Institute
Pennsylvania
$347K +$342K +14,664 New
EFP
327
Elser Financial Planning
Indiana
$339K -$18.3K -785 -5%
RI
328
Rinkey Investments
California
$338K -$6.92K -297 -2%
AC
329
AlphaCore Capital
California
$337K -$187 -8 -0.1%
AOWM
330
Alpha Omega Wealth Management
Virginia
$336K
OFA
331
Orographic Financial Advisors
Colorado
$333K -$1.7K -73 -0.5%
MMA
332
Miracle Mile Advisors
California
$332K +$327K +14,033 New
I
333
INVST
Indiana
$330K +$108K +4,625 +50%
UB
334
UMB Bank
Missouri
$320K +$177K +7,580 +128%
VWA
335
Visionary Wealth Advisors
Illinois
$319K -$1.86K -80 -0.6%
HI
336
Harbour Investments
Wisconsin
$317K +$47.4K +2,035 +18%
PSB
337
Piscataqua Savings Bank
New Hampshire
$312K
DWT
338
Dorsey & Whitney Trust
South Dakota
$305K -$38.5K -1,652 -11%
FWI
339
Facet Wealth Inc
Maryland
$301K -$104K -4,456 -26%
Point72 Asset Management
340
Point72 Asset Management
Connecticut
$298K -$1.41M -60,364 -83%
Pathstone Holdings
341
Pathstone Holdings
New Jersey
$293K +$289K +12,377 New
DF
342
Downshift Financial
Colorado
$293K -$7.6K -326 -3%
FA
343
FF Advisors
California
$291K
HWA
344
Heartwood Wealth Advisors
Virginia
$291K +$41.4K +1,775 +17%
CFP
345
Cypress Financial Planning
New Jersey
$290K -$4.92K -211 -2%
SFG
346
Synergy Financial Group
California
$288K
RFP
347
Root Financial Partners
California
$284K -$29.4K -1,262 -10%
ACG
348
Allen Capital Group
Nebraska
$282K -$10.6K -453 -4%
CA
349
Cambridge Advisors
Nebraska
$281K -$9.23K -396 -3%
CPL
350
CAP Partners LLC
Tennessee
$279K +$1.19K +51 +0.4%

SCHH Hedge Fund Activity: Q2 2026 in Review

589 of the 8,271 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2026, worth a combined $6.38B — up 28% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHH positions and 45 closed out — a net gain of 32 holders — while 219 added to existing stakes and 178 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $984M. The largest seller was Two Sigma Investments, cutting an estimated $206M.

  • 589 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2026, up from 566 in Q1 2026.
  • Funds reported $6.38B of Schwab US REIT ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 77 funds opened new Schwab US REIT ETF positions in Q2 2026 and 45 closed out, a net change of +32 holders.
  • The largest Schwab US REIT ETF buyer in Q2 2026 was Northwestern Mutual Wealth Management, an estimated $984M added.
  • The largest Schwab US REIT ETF seller in Q2 2026 was Two Sigma Investments, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.