We are live on ! Find out more
SCHH icon

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
RWA
76
Rooted Wealth Advisors
Illinois
$3.66M +$207K +9,894 +6%
SMC
77
Smith, Moore & Co
Missouri
$3.6M -$31.2K -1,489 -0.9%
EWM
78
Empirical Wealth Management
Washington
$3.45M +$114K +5,424 +3%
RH
79
RFG Holdings
Texas
$3.34M +$54.6K +2,608 +2%
BF
80
Brooklyn FI
New York
$3.33M +$643K +30,678 +24%
CWM
81
Congress Wealth Management
Massachusetts
$3.21M +$36.2K +1,728 +1%
JCIA
82
Jackson Creek Investment Advisors
Colorado
$3.17M -$34K -1,625 -1%
EP
83
EPIQ Partners
Minnesota
$3.14M +$308K +14,700 +11%
SP
84
SWS Partners
Ohio
$3.04M +$20.1K +957 +0.7%
PWM
85
Perigon Wealth Management
California
$2.97M -$24K -1,144 -0.8%
CA
86
CoreCap Advisors
Michigan
$2.96M +$207K +9,894 +8%
TYCC
87
Texas Yale Capital Corp
Florida
$2.94M +$147K +7,023 +5%
CWM
88
CIBC World Markets
New York
$2.9M -$259K -12,339 -8%
LIA
89
LifePlan Investment Advisors
North Carolina
$2.81M +$7.17K +342 +0.3%
MT
90
Midwest Trust
Kansas
$2.77M +$2.74M +130,837 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.77M -$481K -22,969 -15%
GMA
92
Glassy Mountain Advisors
Maryland
$2.69M +$17.8K +850 +0.7%
GFP
93
Guardian Financial Partners
California
$2.59M +$339K +16,196 +15%
SC
94
Schoolcraft Capital
Colorado
$2.59M -$200K -9,557 -7%
JFG
95
JMG Financial Group
Illinois
$2.58M +$22.3K +1,063 +0.9%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$2.57M +$99.4K +4,746 +4%
Bank of America
97
Bank of America
North Carolina
$2.53M +$73.1K +3,490 +3%
PCWA
98
Pacific Capital Wealth Advisors
California
$2.5M -$129K -6,156 -5%
SWM
99
Sagace Wealth Management
Florida
$2.44M +$97.8K +4,666 +4%
AWM
100
Apollon Wealth Management
South Carolina
$2.36M -$700K -33,400 -23%

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.