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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
SMC
76
Smith, Moore & Co
Missouri
$5M +$100K +4,301 +2%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$4.96M +$41.4K +1,775 +0.9%
HighTower Advisors
78
HighTower Advisors
Illinois
$4.96M +$76K +3,261 +2%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$309K -13,270 -6%
FA
80
Fiduciary Alliance
South Carolina
$4.74M -$45.6K -1,954 -1%
AC
81
Almitas Capital
California
$4.7M +$4.63M +198,600 New
PWM
82
Perigon Wealth Management
California
$4.58M +$571K +24,486 +15%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$4.53M +$20.7K +889 +0.5%
QC
84
Quadrature Capital
United Kingdom
$4.41M +$3.73M +159,824 +602%
OFG
85
Omega Financial Group
California
$4.24M -$28.4K -1,216 -0.7%
Raymond James Financial
86
Raymond James Financial
Florida
$4.03M +$610K +26,172 +18%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$3.98M -$56.9K -2,442 -1%
BF
88
Brooklyn FI
New York
$3.94M +$125K +5,354 +3%
SP
89
SWS Partners
Ohio
$3.9M -$14.1K -603 -0.4%
RWA
90
Rooted Wealth Advisors
Illinois
$3.89M +$203K +8,696 +6%
TRCT
91
Tower Research Capital (TRC)
New York
$3.76M -$2.96M -126,960 -44%
EWM
92
Empirical Wealth Management
Washington
$3.73M -$108K -4,647 -3%
FWP
93
Flatrock Wealth Partners
California
$3.72M +$203K +8,707 +6%
CA
94
Clearstead Advisors
Ohio
$3.56M +$676 +29 +0%
LIA
95
LifePlan Investment Advisors
North Carolina
$3.53M -$30.3K -1,300 -0.9%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$3.26M +$318K +13,660 +11%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$3.23M +$743K +31,862 +30%
PL
98
Plancorp LLC
Missouri
$3.08M +$2.99M +128,099 New
CBU
99
CIBC Bancorp USA
Illinois
$3.08M +$382K +16,365 +14%
JFG
100
JMG Financial Group
Illinois
$2.97M +$367K +15,737 +14%

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.