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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
LFA
401
LGT Financial Advisors
Texas
$145K
SWIM
402
Smallwood Wealth Investment Management
New Jersey
$142K
ITIM
403
Indiana Trust & Investment Management
Indiana
$135K
MB
404
MidFirst Bank
Oklahoma
$133K -$99.6K -4,270 -43%
SPIA
405
Steward Partners Investment Advisory
New York
$125K +$40.8K +1,749 +49%
Vanguard National Trust
406
Vanguard National Trust
Pennsylvania
$123K
BFPW
407
BOK Financial Private Wealth
Colorado
$118K
BFP
408
Birchwood Financial Partners
Minnesota
$114K +$1.42K +61 +1%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$109K -$37.2K -1,595 -26%
TBFA
410
Three Bearings Fiduciary Advisors
New Hampshire
$104K -$560 -24 -0.5%
GT
411
Glenmede Trust
Pennsylvania
$99.3K
HNB
412
Huntington National Bank
Ohio
$94.9K
PTC
413
Private Trust Company
Ohio
$92.3K +$10.3K +441 +13%
GBT
414
Grove Bank & Trust
Florida
$84.8K -$62.8K -2,693 -43%
GRP
415
Global Retirement Partners
California
$82.3K +$81.1K +3,477 New
AAP
416
Arax Advisory Partners
Colorado
$79K +$19.8K +849 +34%
FRA
417
Front Row Advisors
California
$77.9K
BCM
418
Blume Capital Management
California
$76.5K
LFG
419
Larson Financial Group
Missouri
$70.8K -$63.1K -2,706 -48%
LF
420
LifeSteps Financial
California
$70.2K +$69.1K +2,965 New
Russell Investments Group
421
Russell Investments Group
United Kingdom
$69.8K +$4.8K +206 +8%
BWM
422
Bullock Wealth Management
Indiana
$67.8K +$66.4K +2,849 New
CTC
423
Central Trust Company
Missouri
$67.1K +$210 +9 +0.3%
MFP
424
Meramec Financial Planners
Missouri
$63.4K +$793 +34 +1%
C
425
Covestor
United Kingdom
$59K

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.