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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
FFA
501
Founders Financial Alliance
North Carolina
$466
LFA
502
Legend Financial Advisors
Pennsylvania
$466 +$461 +22 New
PIP
503
Peachtree Investment Partners
Florida
$321
WWMSC
504
Wagner Wealth Management (South Carolina)
South Carolina
$293 -$13.9K -664 -98%
GK
505
Graney & King
New York
$286 +$21 +1 +8%
MCA
506
Maryland Capital Advisors
Maryland
$276
SAM
507
Smartleaf Asset Management
Massachusetts
$272 -$42 -2 -13%
KG
508
Kilter Group
New York
$270 +$272 +13 New
TPCW
509
TD Private Client Wealth
New York
$254 +$251 +12 New
KA
510
Kozak & Associates
Colorado
$211
HT
511
Headlands Technologies
Illinois
$169 +$168 +8 New
BBHC
512
Brown Brothers Harriman & Co
New York
$127 +$126 +6 New
GPFA
513
Game Plan Financial Advisors
Ohio
$85
NC
514
NewSquare Capital
Pennsylvania
$47
OHWP
515
Oak Harbor Wealth Partners
North Carolina
$42 +$42 +2 New
TFA
516
Transamerica Financial Advisors
Florida
$41
KPP
517
Kings Path Partners
Texas
$18 +$21 +1 New
PIS
518
POM Investment Strategies
North Carolina
$15
RCM
519
Raleigh Capital Management
North Carolina
$8
QC
520
Quadrature Capital
United Kingdom
-$31.3M -1,455,557 Closed
TC
521
TownSquare Capital
Utah
-$8.17M -379,595 Closed
UBS AM
522
UBS AM
Illinois
-$5.26M -244,690 Closed
PCIA
523
Prime Capital Investment Advisors
Kansas
-$3.54M -164,539 Closed
FCI
524
Financial Counselors Inc
Kansas
-$2.81M -130,837 Closed
CAM
525
Cresset Asset Management
Illinois
-$1.91M -88,644 Closed

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.