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
FCIM
101
Fairview Capital Investment Management
California
$2.26M -$11.5K -550 -0.5%
KOC
102
Koss-Olinger Consulting
Florida
$2.23M -$4.42K -211 -0.2%
MAS
103
Madden Advisory Services
Florida
$2.23M +$64.8K +3,092 +3%
BA
104
Ballast Advisors
Minnesota
$2.19M +$22.1K +1,057 +1%
BC
105
Brio Consultants
California
$2.09M -$97.9K -4,673 -5%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$2.06M -$2.96M -141,471 -59%
MOS
107
MGO One Seven
Ohio
$2.03M +$85.9K +4,101 +4%
AC
108
AWM Capital
Arizona
$2.02M
CFP
109
Cascade Financial Partners
California
$1.97M -$39.5K -1,883 -2%
GWM
110
Geneos Wealth Management
Colorado
$1.97M -$1.99M -95,093 -51%
AAS
111
Avantax Advisory Services
Texas
$1.96M -$55.3K -2,640 -3%
FA
112
FC Advisory
Pennsylvania
$1.94M +$351K +16,775 +22%
PIMG
113
Patriot Investment Management Group
Tennessee
$1.91M -$20.5K -980 -1%
MWM
114
Modera Wealth Management
New Jersey
$1.87M -$251 -12 -0%
HWA
115
HHM Wealth Advisors
Tennessee
$1.81M -$69.5K -3,315 -4%
JFGLC
116
Johnson Financial Group LLC (Colorado)
Colorado
$1.81M -$440K -20,999 -20%
MCM
117
MAI Capital Management
Ohio
$1.81M -$880 -42 -0%
LWMNY
118
Landmark Wealth Management (New York)
New York
$1.78M +$20.6K +981 +1%
BDF
119
Black Diamond Financial
Maryland
$1.73M -$791K -37,766 -32%
AWA
120
Alaska Wealth Advisors
Alaska
$1.72M -$23.5K -1,123 -1%
ISWM
121
Independent Solutions Wealth Management
New York
$1.72M +$105K +5,013 +7%
SF
122
Summit Financial
New Jersey
$1.69M +$1.68M +80,060 New
SWM
123
Stockman Wealth Management
Montana
$1.67M +$51.7K +2,470 +3%
VCM
124
Vivaldi Capital Management
Illinois
$1.62M -$6.68K -319 -0.4%
SOADOR
125
State of Alaska Department of Revenue
Alaska
$1.61M -$103K -4,920 -6%

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.