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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
7.12%
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
WA
26
Waverly Advisors
Alabama
$18.2M +$571K +24,486 +3%
PS
27
Principal Securities
Iowa
$17.4M +$1.22M +52,181 +8%
MIM
28
Morningstar Investment Management
Illinois
$15.2M
BPA
29
Beacon Pointe Advisors
California
$14.8M +$355K +15,232 +2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$14.1M +$11.3M +483,542 +430%
TIM
31
Tortoise Investment Management
New York
$13.5M +$220K +9,435 +2%
KF
32
Krilogy Financial
Missouri
$12.5M +$258K +11,064 +2%
LPL Financial
33
LPL Financial
California
$12.3M +$3.54M +152,002 +41%
CMP
34
Courage Miller Partners
Virginia
$12.3M -$77.8K -3,335 -0.6%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$11.9M -$318K -13,652 -3%
SFP
36
Strategic Financial Planning
Texas
$11.8M +$11.6M +499,423 New
FCM
37
Firestone Capital Management
Florida
$11.7M +$356K +15,285 +3%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$11.6M +$2.29M +98,400 +26%
AssetMark Inc
39
AssetMark Inc
California
$11M +$6.48M +278,093 +150%
Wealthfront Advisers
40
Wealthfront Advisers
California
$10.2M +$733K +31,459 +8%
VT
41
Vise Technologies
New York
$10M +$127K +5,464 +1%
Mariner
42
Mariner
Kansas
$10M +$532K +22,830 +6%
WA
43
Waterford Advisors
New York
$9.93M +$621K +26,653 +7%
WMR
44
Wealth Management Resources
Rhode Island
$9.64M +$8.07K +346 +0.1%
AWM
45
Avior Wealth Management
Nebraska
$9.55M +$136K +5,819 +1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.36M +$826K +35,433 +10%
Morgan Stanley
47
Morgan Stanley
New York
$9.36M +$78.8K +3,381 +0.9%
JTWM
48
Jackson Thornton Wealth Management
Alabama
$9.34M -$120K -5,167 -1%
FTUS
49
Flow Traders U.S.
New York
$9.06M +$8.92M +382,561 New
Wells Fargo
50
Wells Fargo
California
$8.39M -$45.3K -1,943 -0.5%

SCHH Hedge Fund Activity: Q2 2026 in Review

588 of the 8,264 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.