We are live on ! Find out more
SCHH icon

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
MSG
426
Main Street Group
Virginia
$8.04K
VNA
427
Valley National Advisers
Pennsylvania
$8K -$670 -32 -7%
CAL
428
Capital Advisors Ltd
Ohio
$8K +$7.48K +357 New
BL
429
BFSG LLC
California
$7.95K
PFA
430
Pillar Financial Advisors
Kentucky
$7.72K
MA
431
MCF Advisors
Kentucky
$7.53K
IHWM
432
Iron Horse Wealth Management
Iowa
$7.43K
ST
433
Smithfield Trust
Pennsylvania
$7K
BIA
434
Bell Investment Advisors
California
$6.82K +$42 +2 +0.6%
GM
435
GeoWealth Management
Illinois
$6.82K +$42 +2 +0.6%
BC
436
Barrett & Company
Rhode Island
$6.35K
DAM
437
Delta Asset Management
Tennessee
$6.26K
MA
438
Marquette Associates
Illinois
$6.24K +$42 +2 +0.7%
POIA
439
Pin Oak Investment Advisors
Texas
$6K +$6.54K +312 New
GWSG
440
GPS Wealth Strategies Group
Colorado
$5.9K
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$5.75K +$3.56K +170 +167%
FMP
442
Financial Management Professionals
Texas
$5.5K
WWM
443
Wolff Wiese Magana
California
$5.44K +$147 +7 +3%
PWMG
444
Prestige Wealth Management Group
New Jersey
$5.31K +$42 +2 +0.8%
AT
445
Arlington Trust
Alabama
$5.12K
PC
446
Promus Capital
Illinois
$5.08K -$1.8K -86 -26%
TFGT
447
TS Financial Group (TSFG)
Illinois
$5K
SWP
448
Strategic Wealth Partners
Ohio
$4.97K +$4.92K +235 New
CTWM
449
Cherry Tree Wealth Management
Minnesota
$4.87K -$5.7K -272 -54%
EB
450
Eastern Bank
Massachusetts
$4.85K -$21K -1,000 -81%

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.