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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
BCWM
351
Bartlett & Co Wealth Management
Ohio
$153K -$135K -6,420 -47%
WT
352
Whittier Trust
California
$151K
EWA
353
EP Wealth Advisors
California
$141K -$90K -4,295 -39%
MAFA
354
MJT & Associates Financial Advisory
Minnesota
$134K -$1.03K -49 -0.8%
SWIM
355
Smallwood Wealth Investment Management
New Jersey
$132K -$4.5K -215 -3%
ITIM
356
Indiana Trust & Investment Management
Indiana
$131K
BIG
357
Brooklyn Investment Group
New York
$125K +$124K +5,909 New
PWAM
358
Private Wealth Asset Management
Iowa
$121K +$5.99K +286 +5%
William Blair & Company
359
William Blair & Company
Illinois
$113K +$19K +906 +20%
MYIA
360
Mount Yale Investment Advisors
Colorado
$107K +$106K +5,074 New
AAS
361
Ameritas Advisory Services
Nebraska
$94.3K +$93.4K +4,458 New
AWM
362
AE Wealth Management
Kansas
$91.1K -$21K -1,003 -19%
FFWM
363
Future Financial Wealth Management
Ohio
$82.5K
CIAS
364
Capital Investment Advisory Services
North Carolina
$81.7K +$105 +5 +0.1%
FRA
365
Front Row Advisors
California
$75.8K -$12.5K -595 -14%
BCM
366
Blume Capital Management
California
$74.7K -$2.1K -100 -3%
CAL
367
Capital Analysts LLC
Pennsylvania
$74K -$3.37K -161 -4%
GRP
368
Global Retirement Partners
California
$73.1K +$72.4K +3,454 New
JFG
369
JDM Financial Group
Texas
$73K
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$71.5K +$51K +2,433 +257%
HR
371
Howe & Rusling
New York
$68.7K +$34.6K +1,651 +104%
CNBTD
372
Citizens National Bank Trust Department
Mississippi
$64K
BA
373
Bristlecone Advisors
Washington
$62.9K +$482 +23 +0.8%
AA
374
Ancora Advisors
Ohio
$62.3K -$10.7K -513 -15%
OIA
375
Optimum Investment Advisors
Illinois
$58.3K +$2.14K +102 +4%

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.