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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
BH
426
Burk Holdings
Oklahoma
$56.1K -$11.2K -482 -17%
MG
427
Mather Group
Illinois
$55.2K
NS
428
NBC Securities
Alabama
$52.7K -$10.2K -436 -16%
AUB
429
Atlantic Union Bankshares
Virginia
$48.9K +$27.1K +1,163 +129%
CIAS
430
Capital Investment Advisory Services
North Carolina
$48.5K +$70 +3 +0.1%
CFO
431
CVA Family Office
Colorado
$46.8K +$47 +2 +0.1%
AA
432
Ancora Advisors
Ohio
$45.5K
GCM
433
Gables Capital Management
Florida
$45.2K
IFWM
434
Institute for Wealth Management
Colorado
$45K +$44.3K +1,900 New
TPCW
435
TD Private Client Wealth
New York
$43.8K +$43.1K +1,850 New
William Blair & Company
436
William Blair & Company
Illinois
$43.6K -$63.3K -2,717 -60%
GWM
437
GSB Wealth Management
Connecticut
$43.5K +$396 +17 +0.9%
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$43.2K +$37.2K +1,596 +694%
S
439
SignatureFD
Georgia
$38.5K +$303 +13 +0.8%
MFC
440
Morris Financial Concepts
South Carolina
$36.9K
EI
441
EFG International
$35.5K
CAM
442
Chesapeake Asset Management
New York
$34.7K +$34.2K +1,467 New
HI
443
Hoey Investments
Pennsylvania
$34.6K -$256 -11 -0.7%
IBOK
444
Independence Bank of Kentucky
Kentucky
$33.6K
CA
445
Crewe Advisors
Utah
$33.2K
CCWM
446
Cassaday & Co Wealth Management
Virginia
$31.1K +$30.6K +1,312 New
ADL
447
Asset Dedication LLC
California
$28.5K -$13.2K -566 -32%
GWM
448
Gilpin Wealth Management
Colorado
$28.4K
TWM
449
Topsail Wealth Management
North Carolina
$27K +$26.6K +1,140 New
QC
450
Quent Capital
New York
$26.5K +$26.1K +1,121 New

SCHH Hedge Fund Activity: Q2 2026 in Review

588 of the 8,267 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.