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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
7.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Aurora Investment Managers
Florida
-$273K -12,694 Closed
BJL
602
Brighton Jones LLC
Washington
-$262K -12,190 Closed
GC
603
Garde Capital
Washington
-$226K -10,527 Closed
SCP
604
Stevens Capital Partners
Nebraska
-$217K -10,119 Closed
IAN
605
Integrated Advisors Network
Texas
-$206K -9,586 Closed
PCIA
606
Prime Capital Investment Advisors
Kansas
-$201K -9,338 Closed
BG
607
Bahl & Gaynor
Ohio
-$200K -9,313 Closed
CIR
608
Clear Investment Research
Georgia
-$171K -7,959 Closed
WCM
609
Winthrop Capital Management
Indiana
-$99K -4,599 Closed
GSEP
610
Golden State Equity Partners
California
-$74.2K -3,452 Closed
PMFA
611
Plante Moran Financial Advisors
Michigan
-$59.4K -2,765 Closed
HIC
612
Hamrick Investment Counsel
Washington
-$55.9K -2,600 Closed
SAP
613
Strategic Advisory Partners
North Carolina
-$28.8K -1,340 Closed
BCMIO
614
Beacon Capital Management Inc (Ohio)
Ohio
-$27.8K -1,293 Closed
WB
615
Webster Bank
Connecticut
-$26K -1,212 Closed
OHWP
616
Oak Harbor Wealth Partners
North Carolina
-$23.3K -1,086 Closed
Franklin Resources
617
Franklin Resources
California
-$17.7K -824 Closed
SA
618
Scarborough Advisors
Maryland
-$8K -372 Closed
SIM
619
Synergy Investment Management
Florida
-$5.62K -262 Closed
SIS
620
Sound Income Strategies
Florida
-$3.27K -151 Closed
GWSA
621
Global Wealth Strategies & Associates
Colorado
-$2.08K -97 Closed
FPF
622
First Pacific Financial
Washington
-$1.59K -74 Closed
TFG
623
Team Financial Group
California
-$1.58K -74 Closed
KA
624
Kozak & Associates
Colorado
-$1.63K -72 Closed
KCM
625
Key Capital Management
Tennessee
-$1.35K -63 Closed

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.