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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
NWMP
476
Noble Wealth Management PBC
Colorado
$13.4K
SWA
477
SOA Wealth Advisors
New York
$13.2K
AWM
478
Activest Wealth Management
Florida
$12.7K +$93 +4 +0.7%
SIS
479
Strategic Investment Solutions
Illinois
$12.7K +$47 +2 +0.4%
CH
480
CDKV Holdings
Colorado
$12.6K
APW
481
Aventura Private Wealth
Florida
$12.4K
CI
482
CX Institutional
Indiana
$12K -$1.03K -44 -8%
DWM
483
Darwin Wealth Management
Florida
$11.9K +$11.7K +503 New
BWS
484
Buck Wealth Strategies
Colorado
$11.3K +$11.2K +479 New
CA
485
Continuum Advisory
Idaho
$11.2K +$11K +473 New
MCA
486
McGuire Capital Advisors
Oklahoma
$10.9K +$10.4K +444 +2,775%
SGK
487
Steigerwald Gordon & Koch
Virginia
$10.6K
GGI
488
Godsey & Gibb Inc
Virginia
$10.4K +$10.3K +441 New
BAM
489
Bellevue Asset Management
Washington
$10.1K +$47 +2 +0.5%
VNA
490
Valley National Advisers
Pennsylvania
$9.88K
LWM
491
Lodestone Wealth Management
Washington
$9.79K +$47 +2 +0.5%
1IA
492
1620 Investment Advisors
Massachusetts
$9.57K
GI
493
GAMMA Investing
California
$9.26K +$9.12K +391 New
CFP
494
Comprehensive Financial Planning
Pennsylvania
$9.14K
KFI
495
Key Financial Inc
Pennsylvania
$9.12K +$93 +4 +1%
MSG
496
Main Street Group
Virginia
$9K
PFA
497
Pillar Financial Advisors
Kentucky
$8.64K
MA
498
MCF Advisors
Kentucky
$8.43K
SWP
499
Strategic Wealth Partners
Ohio
$8.05K +$3.92K +168 +98%
CAL
500
Capital Advisors Ltd
Ohio
$8K

SCHH Hedge Fund Activity: Q2 2026 in Review

588 of the 8,266 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.