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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
GT
526
Greenleaf Trust
Michigan
-$1.23M -57,386 Closed
Lido Advisors
527
Lido Advisors
California
-$1.19M -55,303 Closed
RWM
528
Ritholtz Wealth Management
New York
-$643K -29,874 Closed
MFGP
529
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$386K -17,928 Closed
Pathstone Holdings
530
Pathstone Holdings
New Jersey
-$372K -17,360 Closed
PA
531
PFG Advisors
Arizona
-$342K -15,919 Closed
RA
532
RFG Advisory
Alabama
-$260K -12,070 Closed
RSWM
533
Robertson Stephens Wealth Management
California
-$249K -11,562 Closed
NRI
534
NFP Retirement Inc
California
-$242K -11,243 Closed
AWE
535
Avidian Wealth Enterprises
Texas
-$231K -10,741 Closed
FVWA
536
Foster Victor Wealth Advisors
South Carolina
-$213K -10,726 Closed
UCFA
537
United Capital Financial Advisors
Texas
-$212K -9,875 Closed
MAM
538
Marotta Asset Management
Virginia
-$228K -9,822 Closed
SFS
539
Strategic Financial Services
New York
-$211K -9,800 Closed
EWA
540
Emergent Wealth Advisors
New York
-$205K -9,528 Closed
NP
541
NorthRock Partners
Minnesota
-$128K -5,931 Closed
WSFS
542
Wilmington Savings Fund Society
Delaware
-$68.7K -3,196 Closed
MIA
543
MeadowBrook Investment Advisors
Michigan
-$38.7K -1,800 Closed
NSIM
544
North Star Investment Management
Illinois
-$21.5K -999 Closed
GFPC
545
Global Financial Private Client
Florida
-$20K -930 Closed
FMII
546
Farmers & Merchants Investments Inc
Nebraska
-$17.4K -810 Closed
CA
547
Continuum Advisory
Idaho
-$15.2K -708 Closed
DJSG
548
D.J. St. Germain
Massachusetts
-$14.5K -675 Closed
CCM
549
Coldstream Capital Management
Washington
-$10.2K -473 Closed
OPTFSNA
550
Old Point Trust & Financial Services N A
Virginia
-$8.86K -412 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.