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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
HCP
151
Hexagon Capital Partners
Arkansas
$1.2M +$21.2K +1,011 +2%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$1.16M -$1.51M -72,088 -57%
CPIG
153
Chicago Partners Investment Group
Illinois
$1.12M -$93.8K -4,479 -8%
Corient Private Wealth
154
Corient Private Wealth
Florida
$1.11M +$18.5K +884 +2%
LAIC
155
Lederer & Associates Investment Counsel
California
$1.09M -$7.52K -359 -0.7%
ACA
156
Atlas Capital Advisors
Wyoming
$1.05M -$1.19M -56,696 -53%
CFMC
157
Curbstone Financial Management Corp
New Hampshire
$1.04M -$10.5K -500 -1%
SWM
158
Stark Wealth Management
Pennsylvania
$1.02M +$1.04M +49,676 New
AA
159
Alesco Advisors
New York
$998K +$1.76K +84 +0.2%
SWM
160
SigFig Wealth Management
California
$992K -$7.48K -357 -0.7%
BWA
161
Bestgate Wealth Advisors
Maryland
$990K
SIG
162
Stonegate Investment Group
Alabama
$957K
NFTC
163
North Forty Two & Co
Oregon
$957K -$4.02K -192 -0.4%
CW
164
CreativeOne Wealth
Kansas
$950K +$202K +9,651 +27%
GCA
165
Gradient Capital Advisors
California
$911K -$5.47K -261 -0.6%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$904K -$71.2K -3,398 -7%
WCM
167
Winthrop Capital Management
Indiana
$891K -$47.8K -2,280 -5%
MMCM
168
Murphy & Mullick Capital Management
New York
$876K -$7.75K -370 -0.9%
Stifel Financial
169
Stifel Financial
Missouri
$868K +$84.4K +4,029 +11%
BWM
170
BCS Wealth Management
Tennessee
$860K +$110K +5,236 +15%
AWA
171
Aletheian Wealth Advisors
Washington
$859K +$23.1K +1,104 +3%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$856K +$32K +1,528 +4%
Jane Street
173
Jane Street
New York
$834K -$1.63M -77,737 -66%
CMMS
174
Comprehensive Money Management Services
Florida
$822K +$62.7K +2,992 +8%
RBC
175
Roble Belko & Company
Pennsylvania
$819K -$365K -17,425 -31%

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.