We are live on ! Find out more
SCHH icon

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
1NWS
551
1 North Wealth Services
Maryland
$1.49K – – –
ATPW
552
Ashton Thomas Private Wealth
Arizona
$1.49K – – –
AG
553
AmeriFlex Group
Nevada
$1.49K +$1.47K +63 New
PB
554
Prosperity Bancshares
Texas
$1.47K – – –
GWS
555
Greykasell Wealth Strategies
California
$1.44K – – –
IWM
556
IMG Wealth Management
Florida
$1.44K +$1.42K +61 New
CB
557
Community Bank
New York
$1.4K – – –
MCA
558
Midwest Capital Advisors
Michigan
$1.28K +$1.26K +54 New
TWD
559
True Wealth Design
Ohio
$1.26K +$1.24K +53 New
HC
560
Hurley Capital
New York
$1.23K -$396 -17 -25%
EP
561
Essential Partners
California
$1.21K – – –
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16K – – –
GPFA
563
Game Plan Financial Advisors
Ohio
$1.16K – – –
SC
564
Solstein Capital
California
$947 – – –
MIM
565
MTM Investment Management
South Carolina
$924 – – –
RIAS
566
Rachor Investment Advisory Services
Michigan
$912 – – –
NFSG
567
Newbridge Financial Services Group
Florida
$900 +$886 +38 New
TCOT
568
Trust Company of Toledo
Ohio
$852 +$839 +36 New
SC
569
Swan Capital
Florida
$829 +$816 +35 New
Citigroup
570
Citigroup
New York
$805 -$16.5K -708 -95%
AIP
571
Ameritas Investment Partners
Nebraska
$787 -$114K -4,870 -99%
BCV
572
Banque Cantonale Vaudoise
Switzerland
$781 -$4.41K -189 -0.6%
ACA
573
American Capital Advisory
Idaho
$758 +$746 +32 New
IIL
574
Insight Inv LLC
California
$663 +$653 +28 New
DF
575
Dunhill Financial
United Kingdom
$615 – – –
21 22
23
24 25

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.