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Schwab US REIT ETF
SCHH

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: 507 → 517 (+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: 13 → 13 (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

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$28.3M
2
US Bancorp
US Bancorp
Minnesota
+$15.2M
3
BlackRock
BlackRock
New York
+$8.76M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$8.44M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$8.41M

Top Sellers

Rank Fund Capital Flow
1
QC
Quadrature Capital
United Kingdom
-$31.3M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.6M
3
Creative Planning
Creative Planning
Kansas
-$16M
4
Raymond James Financial
Raymond James Financial
Florida
-$9.53M
5
TC
TownSquare Capital
Utah
-$8.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
476
Tucker Asset Management
Colorado
$1.8K +$1.74K +83 +4,150%
MJRIC
477
Mogy Joel R Investment Counsel
California
$1.67K +$1.66K +79 New
AA
478
Atmos Advisory
Pennsylvania
$1.65K – – –
TFG
479
Team Financial Group
California
$1.52K +$1.51K +72 New
JWA
480
JFS Wealth Advisors
Pennsylvania
$1.48K – – –
BCMLT
481
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K +$1.47K +70 New
SWM
482
Spire Wealth Management
Virginia
$1.46K -$10.5K -503 -88%
SL
483
Salomon & Ludwin
Virginia
$1.43K – – –
BWL
484
Bogart Wealth LLC
Virginia
$1.42K – – –
MA
485
Montag & Associates
Georgia
$1.4K +$1.38K +66 New
FGC
486
Financial Gravity Companies
Texas
$1.35K +$1.34K +64 New
1NWS
487
1 North Wealth Services
Maryland
$1.33K – – –
GWS
488
Greykasell Wealth Strategies
California
$1.29K – – –
TCM
489
Tradewinds Capital Management
Washington
$1.16K – – –
DWM
490
Dogwood Wealth Management
Kansas
$1.08K +$1.07K +51 New
HWP
491
Highline Wealth Partners
California
$931 -$14K -669 -94%
SC
492
Solstein Capital
California
$846 +$838 +40 New
MIM
493
MTM Investment Management
South Carolina
$825 – – –
HNB
494
Huntington National Bank
Ohio
$613 – – –
DF
495
Dunhill Financial
United Kingdom
$550 – – –
RIL
496
Rothschild Investment LLC
Illinois
$550 – – –
OLVIG
497
Oliver Lagore Vanvalin Investment Group
Michigan
$516 +$503 +24 New
FWP
498
FAS Wealth Partners
Kansas
$511 – – –
WOC
499
West Oak Capital
California
$471 – – –
RF
500
Robinswood Financial
Washington
$468 – – –
18 19
20
21 22

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.