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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
PPH
26
Pure Portfolios Holdings
Oregon
$12.5M -$275K -13,132 -2%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$11.9M +$5.27M +251,449 +81%
TIM
28
Tortoise Investment Management
New York
$11M -$330K -15,759 -3%
PS
29
Principal Securities
Iowa
$10.4M +$1.04M +49,691 +11%
CMP
30
Courage Miller Partners
Virginia
$10.2M +$582K +27,796 +6%
SFP
31
Strategic Financial Planning
Texas
$9.62M +$267K +12,743 +3%
JTWM
32
Jackson Thornton Wealth Management
Alabama
$9.49M -$260K -12,418 -3%
FCM
33
Firestone Capital Management
Florida
$9.16M -$185K -8,824 -2%
Mariner
34
Mariner
Kansas
$8.72M -$26.2K -1,249 -0.3%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$8.52M +$8.44M +402,763 New
CJH
36
Christopher J. Hasenberg
Wisconsin
$8.49M +$8.41M +401,402 New
WMR
37
Wealth Management Resources
Rhode Island
$8.26M +$498K +23,789 +6%
UBS Group
38
UBS Group
Switzerland
$8.24M +$99.8K +4,764 +1%
Wells Fargo
39
Wells Fargo
California
$8.17M +$539K +25,720 +7%
KF
40
Krilogy Financial
Missouri
$8.11M +$247K +11,769 +3%
VT
41
Vise Technologies
New York
$8.07M +$7.99M +381,474 New
BWM
42
Brown Wealth Management
Illinois
$7.63M -$150K -7,144 -2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$7.37M -$6.24K -298 -0.1%
EPM
44
Elm Partners Management
Pennsylvania
$7.32M -$2.82M -134,819 -28%
VCP
45
Vista Capital Partners
Oregon
$7.13M +$3.78M +180,271 +115%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$7.07M -$454K -21,654 -6%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$7.05M -$16.6M -792,771 -70%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$7M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$6.93M -$668K -31,874 -9%
GBT
50
Grove Bank & Trust
Florida
$6.78M +$3.09M +147,399 +85%

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.