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Schwab US REIT ETF
SCHH

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: 566 → 588 (+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: 10 → 10 (0)

Holders
588
Holders Change
+22
Holders Change %
+3.89%
% of All Funds
7.12%
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
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$984M
2
EPM
Elm Partners Management
Pennsylvania
+$18.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.6M
4
US Bancorp
US Bancorp
Minnesota
+$15.3M
5
MSA
Mason Street Advisors
Wisconsin
+$12M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$206M
2
Creative Planning
Creative Planning
Kansas
-$16.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.41M
4
BlackRock
BlackRock
New York
-$6.96M
5
UBS Group
UBS Group
Switzerland
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$4.58K – – –
BWL
527
Bogart Wealth LLC
Virginia
$4.5K -$4.76K -204 -52%
HPIA
528
Hamilton Point Investment Advisors
North Carolina
$4.36K – – –
IF
529
Integrity Financial
Wyoming
$4.31K – – –
VDBMI
530
Van Den Berg Management I
Texas
$4.08K – – –
ATC
531
Adirondack Trust Company
New York
$3.95K – – –
CFS
532
CGC Financial Services
Oregon
$3.48K +$3.43K +147 New
CAM
533
Costello Asset Management
Pennsylvania
$2.93K +$23 +1 +0.8%
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89K – – –
CSC
535
Caldwell Sutter Capital
California
$2.85K – – –
RRA
536
Red Reef Advisors
Florida
$2.8K -$2.87K -123 -51%
AIC
537
Archer Investment Corporation
Indiana
$2.74K -$10.1K -434 -79%
ICCON
538
Investment Counsel Company of Nevada
Nevada
$2.68K +$2.63K +113 New
BWA
539
Basecamp Wealth Advisors
Washington
$2.65K – – –
WAG
540
Wilkerson Advisory Group
Missouri
$2.58K – – –
BHWM
541
Beaird Harris Wealth Management
Texas
$2.41K – – –
ECA
542
Elevated Capital Advisors
Utah
$2.32K – – –
TCM
543
Tradewinds Capital Management
Washington
$2.19K -$326 -14 -13%
AA
544
Atmos Advisory
Pennsylvania
$2.18K – – –
CSB
545
City State Bank
Iowa
$2.01K – – –
Bessemer Group
546
Bessemer Group
New Jersey
$2K +$1.58K +68 New
JWA
547
JFS Wealth Advisors
Pennsylvania
$1.66K – – –
SL
548
Salomon & Ludwin
Virginia
$1.59K – – –
TSMHT
549
Thurston Springer Miller Herd & Titak
Indiana
$1.54K +$1.51K +65 New
WIM
550
Westside Investment Management
California
$1.52K +$1.03K +44 +220%
20 21
22
23 24

SCHH Hedge Fund Activity: Q2 2026 in Review

588 of the 8,264 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.