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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
EP
126
EPIQ Partners
Minnesota
$2.3M -$5.18K -222 -0.2%
AC
127
AWM Capital
Arizona
$2.3M +$3.71K +159 +0.2%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$2.26M +$987K +42,321 +80%
FFA
129
Farther Finance Advisors
California
$2.26M +$86.1K +3,694 +4%
MML Investors Services
130
MML Investors Services
Massachusetts
$2.18M +$980K +42,027 +84%
AWM
131
Apollon Wealth Management
South Carolina
$2.14M -$98.5K -4,225 -4%
GWM
132
Geneos Wealth Management
Colorado
$2.12M +$5.27K +226 +0.3%
YIH
133
Y-Intercept (HK)
Hong Kong
$2.09M +$2.06M +88,241 New
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$2.08M +$58.8K +2,523 +3%
PIMG
135
Patriot Investment Management Group
Tennessee
$2.06M -$4.52K -194 -0.2%
KWA
136
Kingswood Wealth Advisors
California
$2.03M +$205K +8,803 +11%
EWA
137
EP Wealth Advisors
California
$2M -$54.4K -2,335 -3%
JP Morgan Chase
138
JP Morgan Chase
New York
$1.97M +$292K +12,531 +18%
ISWM
139
Independent Solutions Wealth Management
New York
$1.89M -$6.29K -270 -0.3%
CFP
140
Cascade Financial Partners
California
$1.86M -$196K -8,400 -10%
Stifel Financial
141
Stifel Financial
Missouri
$1.85M +$17K +728 +0.9%
CIA
142
Cape Investment Advisory
Georgia
$1.84M -$125K -5,349 -6%
CFG
143
Carter Financial Group
Illinois
$1.82M +$47.2K +2,024 +3%
CAG
144
Csenge Advisory Group
Florida
$1.81M +$378K +16,220 +27%
ACA
145
Atlas Capital Advisors
Wyoming
$1.77M +$1.01M +43,399 +138%
BBA
146
Braun-Bostich & Associates
Pennsylvania
$1.74M -$64K -2,746 -4%
TWP
147
Tempus Wealth Planning
California
$1.73M +$60.7K +2,603 +4%
NFG
148
Nations Financial Group
Iowa
$1.73M +$97.8K +4,195 +6%
MCM
149
MAI Capital Management
Ohio
$1.72M +$59K +2,532 +4%
BWA
150
BlueSky Wealth Advisors
North Carolina
$1.7M -$998K -42,816 -37%

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.