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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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$6.6M +$584K +27,855 +10%
AWM
52
Avior Wealth Management
Nebraska
$6.55M +$251K +11,980 +4%
LPL Financial
53
LPL Financial
California
$5.92M -$129K -6,154 -2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$5.86M +$409K +19,510 +8%
PCM
55
Passive Capital Management
Maryland
$5.73M +$313K +14,917 +6%
Morgan Stanley
56
Morgan Stanley
New York
$5.47M +$463K +22,099 +9%
W
57
WealthCollab
Washington
$5.41M +$14.6K +696 +0.3%
WCFP
58
White & Co Financial Planning
Washington
$5.22M +$51.1K +2,441 +1%
MNA
59
Manning & Napier Advisors
New York
$4.8M +$56.8K +2,711 +1%
AAS
60
Asset Allocation Strategies
Michigan
$4.76M +$525K +25,073 +13%
ULWM
61
Upper Left Wealth Management
Florida
$4.61M -$154K -7,327 -3%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$4.49M +$213K +10,153 +5%
AP
63
Appleton Partners
Massachusetts
$4.39M +$20.7K +990 +0.5%
OFG
64
Omega Financial Group
California
$4.21M -$142K -6,769 -3%
PFA
65
Pure Financial Advisors
California
$4.2M +$245K +11,695 +6%
Raymond James Financial
66
Raymond James Financial
Florida
$4.11M -$9.53M -455,044 -70%
EWP
67
Elevation Wealth Partners
California
$4.08M +$112K +5,363 +3%
FFP
68
Frisco Financial Planning
Texas
$3.92M +$58K +2,768 +2%
MFT
69
Moisand Fitzgerald Tamayo
Florida
$3.89M -$698K -33,320 -15%
VA
70
Vestwell Advisors
New York
$3.89M
FA
71
Fiduciary Alliance
South Carolina
$3.85M -$114K -5,428 -3%
SWA
72
Stratos Wealth Advisors
Ohio
$3.75M -$1.72M -82,088 -32%
CPWM
73
Cypress Point Wealth Management
Texas
$3.73M +$199K +9,476 +6%
HighTower Advisors
74
HighTower Advisors
Illinois
$3.72M +$162K +7,733 +5%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$3.67M +$522K +24,927 +17%

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.