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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
ME
401
McIlrath & Eck
Washington
$18.5K +$105 +5 +0.6%
FW
402
Fairway Wealth
Ohio
$18.4K
ETC
403
Exchange Traded Concepts
Oklahoma
$17.2K +$17.1K +815 New
SIS
404
Sound Income Strategies
Florida
$16K -$76.5K -3,651 -83%
TCOV
405
Trust Company of Vermont
Vermont
$15.8K +$15.7K +748 New
JHCP
406
Jackson Hole Capital Partners
Oklahoma
$15.5K
CFB
407
Cullen/Frost Bankers
Texas
$15.5K +$105 +5 +0.7%
IRC
408
Investors Research Corp
Georgia
$15.2K
SPIA
409
Steward Partners Investment Advisory
New York
$14K -$4.59K -219 -25%
DFA
410
DHJJ Financial Advisors
Illinois
$13.5K +$105 +5 +0.8%
GSWM
411
Golden State Wealth Management
California
$13.1K
CI
412
CX Institutional
Indiana
$12K -$63 -3 -0.5%
MWA
413
Moser Wealth Advisors
Washington
$12K +$11.9K +566 New
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K +$1.68K +80 +17%
SWA
415
SOA Wealth Advisors
New York
$11.8K +$11.7K +557 New
SIS
416
Strategic Investment Solutions
Illinois
$11.2K -$2.81K -134 -20%
APW
417
Aventura Private Wealth
Florida
$11.1K +$2.98K +142 +37%
GJIA
418
Glass Jacobson Investment Advisors
Maryland
$9.82K -$21.7K -1,035 -69%
HI
419
Hoey Investments
Pennsylvania
$9.73K +$9.64K +460 New
1IA
420
1620 Investment Advisors
Massachusetts
$9.65K
SFC
421
SYM Financial Corp
Indiana
$9.21K +$9.11K +435 New
WIM
422
Westside Investment Management
California
$9.1K
BAM
423
Bellevue Asset Management
Washington
$8.89K
EP
424
Essential Partners
California
$8.53K +$8.44K +403 New
KFI
425
Key Financial Inc
Pennsylvania
$8.06K

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.