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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
SWM
451
SHP Wealth Management
Massachusetts
$26.5K
TF
452
Tompkins Financial
New York
$26.2K
CT
453
Caldwell Trust
Florida
$25.9K +$15.6K +669 +158%
RFG
454
REAP Financial Group
Texas
$25.8K +$25.4K +1,089 New
AWM
455
Abound Wealth Management
Tennessee
$25.7K +$1.12K +48 +5%
AIA
456
Armor Investment Advisors
North Carolina
$25.6K -$1.63K -70 -6%
CFB
457
Cullen/Frost Bankers
Texas
$25.5K +$7.65K +328 +44%
AW
458
Avion Wealth
Texas
$24K +$23.6K +1,012 +5,060%
MAFA
459
MJT & Associates Financial Advisory
Minnesota
$23.5K -$653 -28 -3%
HI
460
Horizon Investments
North Carolina
$22.3K -$21.9K -940 -50%
PCFFS
461
Pacific Center for Financial Services
California
$22K
SWAG
462
Spectrum Wealth Advisory Group
California
$20.9K +$20.5K +881 New
FW
463
Fairway Wealth
Ohio
$20.6K
IAIM
464
International Assets Investment Management
Florida
$18.5K +$14.9K +639 +466%
FC
465
Financial Consulate
Maryland
$17.6K
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$17.5K +$47 +2 +0.3%
BBHC
467
Brown Brothers Harriman & Co
New York
$16.8K
HR
468
Howe & Rusling
New York
$16.7K -$1K -43 -6%
MWM
469
Mosley Wealth Management
California
$16K +$15.7K +675 New
BL
470
BFSG LLC
California
$15.5K +$93 +4 +0.6%
DFA
471
DHJJ Financial Advisors
Illinois
$15.1K
T
472
Tidemark
California
$14.8K +$1.45K +62 +11%
GSWM
473
Golden State Wealth Management
California
$14.4K
SAM
474
Smartleaf Asset Management
Massachusetts
$14.1K
FWP
475
FAS Wealth Partners
Kansas
$14K +$13.6K +584 +9,733%

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.