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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
FEG
176
Fund Evaluation Group
Ohio
$810K +$802K +38,294 New
PFBT
177
Parkside Financial Bank & Trust
Missouri
$803K +$134K +6,372 +20%
FWM
178
Forza Wealth Management
Florida
$774K
IA
179
IFP Advisors
Florida
$765K +$111K +5,313 +17%
LJAC
180
L.J. Altfest & Co
New York
$761K +$670 +32 +0.1%
IIA
181
Integral Investment Advisors
California
$761K -$12.1K -579 -2%
CIP
182
Capital Insight Partners
Arizona
$758K -$29.5K -1,406 -4%
PAG
183
Private Advisor Group
New Jersey
$751K -$8.78K -419 -1%
GKWIM
184
Gerber Kawasaki Wealth & Investment Management
California
$731K +$109K +5,182 +18%
CKAIS
185
Christensen King & Associates Investment Services
Washington
$726K -$4.84K -231 -0.7%
KWM
186
Kingsview Wealth Management
Oregon
$721K +$27.9K +1,331 +4%
WP
187
WealthShield Partners
North Carolina
$716K +$13.2K +632 +2%
JWS
188
Juncture Wealth Strategies
Arizona
$713K -$42.7K -2,040 -6%
FFA
189
Farther Finance Advisors
California
$709K -$577K -27,525 -45%
FFN
190
Focus Financial Network
Minnesota
$702K -$35.6K -1,697 -5%
MWM
191
Mission Wealth Management
California
$700K -$2.47K -118 -0.4%
WCFA
192
Walkner Condon Financial Advisors
Wisconsin
$695K -$126K -6,015 -15%
WAM
193
Wakefield Asset Management
Colorado
$694K +$17.4K +832 +3%
VFG
194
Victory Financial Group
Texas
$686K +$7.58K +362 +1%
JWM
195
JFG Wealth Management
Colorado
$684K -$38.6K -1,842 -5%
MML Investors Services
196
MML Investors Services
Massachusetts
$680K -$11.6K -552 -2%
RC
197
Roundview Capital
New Jersey
$675K +$2.81K +134 +0.4%
BIA
198
Bigelow Investment Advisors
Maine
$672K +$9.6K +458 +1%
FG
199
Foster Group
Iowa
$661K +$93.4K +4,459 +17%
IFA
200
Interactive Financial Advisors
Illinois
$661K +$13.2K +632 +2%

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.