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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
PWA
126
Peterson Wealth Advisors
Utah
$1.6M +$42.8K +2,043 +3%
JP Morgan Chase
127
JP Morgan Chase
New York
$1.55M -$50.9K -2,430 -3%
BBA
128
Braun-Bostich & Associates
Pennsylvania
$1.49M -$79.8K -3,807 -5%
CFG
129
Carter Financial Group
Illinois
$1.47M +$1.45M +69,364 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.46M -$913K -43,561 -39%
BCI
131
Brinker Capital Investments
Pennsylvania
$1.44M +$163K +7,779 +13%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$399K +19,051 +39%
WFP
133
Wrenne Financial Planning
Kentucky
$1.43M +$320K +15,273 +29%
TAM
134
Trillium Asset Management
Massachusetts
$1.42M -$9.87K -471 -0.7%
BFG
135
Bleakley Financial Group
New Jersey
$1.41M +$1.4M +66,858 New
CL
136
Choreo LLC
Illinois
$1.39M -$255K -12,160 -16%
RIG
137
Ramiah Investment Group
Wisconsin
$1.38M +$70.1K +3,344 +5%
TWP
138
Tempus Wealth Planning
California
$1.37M +$91.3K +4,358 +7%
Osaic Holdings
139
Osaic Holdings
Arizona
$1.37M +$161K +7,708 +14%
RIM
140
Rockbridge Investment Management
New York
$1.37M -$56.4K -2,693 -4%
BPA
141
Beacon Pointe Advisors
California
$1.35M -$6.66K -318 -0.5%
Empower Advisory Group
142
Empower Advisory Group
Colorado
$1.33M +$45.4K +2,168 +4%
SIA
143
SGL Investment Advisors
Montana
$1.32M +$170K +8,099 +15%
VA
144
Valmark Advisers
Ohio
$1.29M +$21.7K +1,038 +2%
IA
145
IFG Advisors
Missouri
$1.27M -$93.9K -4,481 -7%
SWM
146
SeaCrest Wealth Management
New York
$1.27M -$41.3K -1,971 -3%
KWA
147
Kingswood Wealth Advisors
California
$1.26M +$113K +5,411 +10%
CWA
148
Clearview Wealth Advisors
Oregon
$1.22M +$14K +666 +1%
BIM
149
Breakwater Investment Management
Washington
$1.21M +$32.2K +1,538 +3%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.21M +$212K +10,102 +21%

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.