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Schwab US REIT ETF

588 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: 566588 (+22)

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
588
Holders Change
+22
Holders Change %
+3.89%
% of All Funds
7.11%
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
WAM
376
Worth Asset Management
Texas
$223K +$220K +9,425 New
SAW
377
Signal Advisors Wealth
Michigan
$223K +$220K +9,415 New
IA
378
IFG Advisory
Georgia
$221K +$218K +9,349 New
PAW
379
Plan A Wealth
Nebraska
$220K +$217K +9,310 New
CAAM
380
Cornerstone Advisors Asset Management
Pennsylvania
$218K +$215K +9,218 New
JWM
381
JDH Wealth Management
California
$217K +$214K +9,177 New
SFS
382
Summit Financial Strategies
Ohio
$213K -$197K -8,434 -48%
NB
383
Nicolet Bankshares
Wisconsin
$211K -$31.1K -1,334 -13%
QCM
384
QRG Capital Management
Illinois
$211K +$208K +8,903 New
JIC
385
Johnson Investment Counsel
Ohio
$210K -$79.9K -3,429 -28%
XT
386
XTX Topco
Cayman Islands
$209K -$90.4K -3,877 -31%
AF
387
Advisornet Financial
Minnesota
$208K -$24.6K -1,056 -11%
ES
388
ETF Store
Kansas
$208K -$12.6K -540 -6%
RDWM
389
Red Door Wealth Management
Tennessee
$207K +$204K +8,757 New
EWA
390
Emergent Wealth Advisors
New York
$207K +$206K +8,820 New
GT
391
Greenleaf Trust
Michigan
$207K +$204K +8,739 New
SW
392
Simplicity Wealth
New Jersey
$206K -$120K -5,128 -37%
KF
393
Ketron Financial
California
$205K +$202K +8,675 New
CP
394
Creekside Partners
California
$202K +$199K +8,547 New
IAS
395
Integrity Advisory Solutions
Texas
$200K +$197K +8,464 New
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$198K +$76.1K +3,262 +64%
ACA
397
Aptus Capital Advisors
Alabama
$174K +$8.67K +372 +5%
3FI
398
3 Factor Indexing
California
$154K
CAL
399
Capital Analysts LLC
Pennsylvania
$149K -$3.4K -146 -2%
JFG
400
JDM Financial Group
Texas
$148K -$6.48K -278 -4%

SCHH Hedge Fund Activity: Q2 2026 in Review

588 of the 8,269 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.

  • 588 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.