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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
VCP
51
Vista Capital Partners
Oregon
$8.28M +$90.2K +3,868 +1%
AFA
52
Amicus Financial Advisors
Texas
$8.24M -$150K -6,414 -2%
Osaic Holdings
53
Osaic Holdings
Arizona
$8.14M +$570K +24,431 +8%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$8.12M -$276K -11,839 -3%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$7.97M -$511K -21,920 -6%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$7.87M -$9.58K -411 -0.1%
UBS AM
57
UBS AM
Illinois
$6.96M -$606 -26 -0%
ULWM
58
Upper Left Wealth Management
Florida
$6.83M +$226K +9,676 +3%
CA
59
CoreCap Advisors
Michigan
$6.75M +$475K +20,366 +8%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$6.71M -$331K -14,177 -5%
Bank of America
61
Bank of America
North Carolina
$6.71M +$793K +33,997 +14%
WCFP
62
White & Co Financial Planning
Washington
$6.66M +$48.6K +2,084 +0.7%
PCM
63
Passive Capital Management
Maryland
$6.26M -$280K -12,024 -4%
W
64
WealthCollab
Washington
$6.21M +$11.4K +489 +0.2%
UBS Group
65
UBS Group
Switzerland
$6.01M -$5.5M -235,749 -48%
AAS
66
Asset Allocation Strategies
Michigan
$5.99M +$105K +4,488 +2%
SG
67
Stanich Group
New York
$5.8M +$420K +18,017 +8%
WF
68
Williams Financial
Vermont
$5.7M +$256K +10,987 +5%
TYCC
69
Texas Yale Capital Corp
Florida
$5.7M -$287K -12,323 -5%
CPWM
70
Cypress Point Wealth Management
Texas
$5.69M +$200K +8,568 +4%
EWP
71
Elevation Wealth Partners
California
$5.57M +$97.8K +4,193 +2%
AP
72
Appleton Partners
Massachusetts
$5.54M +$106K +4,545 +2%
FFP
73
Frisco Financial Planning
Texas
$5.5M +$246K +10,570 +5%
PFA
74
Pure Financial Advisors
California
$5.25M +$10.4K +444 +0.2%
GSWA
75
Good Steward Wealth Advisors
Tennessee
$5.14M -$20.5K -880 -0.4%

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.