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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$984M |
| 2 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
+$18.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$15.3M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$206M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$16.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.41M |
| 4 |
BlackRock
New York
|
-$6.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFA
626
Kelleher Financial Advisors
New York
| – | -$1.15K | -54 | Closed |
|
|
LWMI
627
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$925 | -43 | Closed |
|
|
GIA
628
GHP Investment Advisors
Denver,
Colorado
| – | -$860 | -40 | Closed |
|
|
CFG
629
Clayton Financial Group
St. Louis,
Missouri
| – | -$798 | -37 | Closed |
|
|
PGAM
630
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$645 | -30 | Closed |
|
|
PWA
631
Portus Wealth Advisors
Charlotte,
North Carolina
| – | -$408 | -19 | Closed |
|
|
CCMI
632
Creative Capital Management Investments
San Diego,
California
| – | -$344 | -16 | Closed |
|
|
NB
633
NBT Bank
Norwich,
New York
| – | -$258 | -12 | Closed |
|
|
BFO
634
Biltmore Family Office
Charlotte,
North Carolina
| – | -$150 | -7 | Closed |
|
635
Vanguard Advisers Inc
Malvern,
Pennsylvania
| – | -$79 | -4 | Closed |
|
|
GKIM
636
GW&K Investment Management
Boston,
Massachusetts
| – | +$140 | +6 | New |
|
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.