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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
BIA
501
Bell Investment Advisors
California
$7.87K +$47 +2 +0.6%
TCM
502
Triumph Capital Management
Colorado
$7.86K
PP
503
PFS Partners
New Jersey
$7.65K
BC
504
Barrett & Company
Rhode Island
$7.1K
AA
505
Addison Advisors
Vermont
$7.01K +$6.9K +296 New
DAM
506
Delta Asset Management
Tennessee
$7.01K
ST
507
Smithfield Trust
Pennsylvania
$7K
HPC
508
HM Payson & Co
Maine
$6.85K
M
509
MOTCO
Texas
$6.7K +$6.6K +283 New
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$6.63K +$47 +2 +0.7%
HNW
511
High Note Wealth
Minnesota
$6.49K +$6.39K +274 New
PWMG
512
Prestige Wealth Management Group
New Jersey
$6.12K +$47 +2 +0.8%
WWM
513
Wolff Wiese Magana
California
$5.92K
AT
514
Arlington Trust
Alabama
$5.73K
IRC
515
Investors Research Corp
Georgia
$5.47K
CW
516
CrossGen Wealth
North Carolina
$5.35K +$5.27K +226 New
PK
517
Pflug Koory
Nebraska
$5.3K
HCM
518
Horrell Capital Management
Arkansas
$5.21K
KFP
519
Kerr Financial Planning
California
$5.12K +$47 +2 +0.9%
TFGT
520
TS Financial Group (TSFG)
Illinois
$5K
TWC
521
TD Waterhouse Canada
Ontario, Canada
$4.94K
HHGA
522
Halbert Hargrove Global Advisors
California
$4.79K +$4.71K +202 New
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$4.65K +$23 +1 +0.5%
SIP
524
Sellwood Investment Partners
Oregon
$4.62K +$1.24K +53 +37%
SRCM
525
Signature Resources Capital Management
California
$4.59K -$699 -30 -13%

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.