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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
IA
176
IFG Advisors
Missouri
$1.23M -$100K -4,292 -8%
PWA
177
Peterson Wealth Advisors
Utah
$1.2M -$102K -4,394 -8%
PWS
178
Peloton Wealth Strategists
Indiana
$1.2M +$40.7K +1,745 +4%
NA
179
NewEdge Advisors
Louisiana
$1.19M +$23.7K +1,016 +2%
IA
180
Integrity Alliance
Iowa
$1.18M -$1.79K -77 -0.2%
LCM
181
Liberty Capital Management
Michigan
$1.16M +$1.14M +49,047 New
CFMC
182
Curbstone Financial Management Corp
New Hampshire
$1.15M -$9.33K -400 -0.8%
SOADOR
183
State of Alaska Department of Revenue
Alaska
$1.12M +$683K +29,285 +163%
CPIG
184
Chicago Partners Investment Group
Illinois
$1.08M +$7.44K +319 +0.7%
SWM
185
SigFig Wealth Management
California
$1.08M +$9K +386 +0.9%
EGWAG
186
Elwood & Goetz Wealth Advisory Group
Georgia
$1.05M -$91.1K -3,909 -8%
GCA
187
Greenwood Capital Associates
South Carolina
$1.05M +$284K +12,195 +38%
QCM
188
Quantinno Capital Management
New York
$1.05M +$416K +17,839 +68%
NFTC
189
North Forty Two & Co
Oregon
$1.04M
PAG
190
Private Advisor Group
New Jersey
$1.04M -$29.2K -1,253 -3%
RIM
191
Rockbridge Investment Management
New York
$1.04M -$76.3K -3,271 -7%
CWM
192
Cooke Wealth Management
California
$1.02M -$17.5K -750 -2%
OCA
193
Odyssey Capital Advisors
Pennsylvania
$982K +$130K +5,579 +16%
FG
194
Foster Group
Iowa
$971K +$6.55K +281 +0.7%
GCA
195
Gradient Capital Advisors
California
$945K +$420 +18 +0%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$943K +$72.9K +3,126 +9%
WAM
197
Wakefield Asset Management
Colorado
$933K -$3.36K -144 -0.4%
FEG
198
Fund Evaluation Group
Ohio
$927K -$21.3K -915 -2%
MMCM
199
Murphy & Mullick Capital Management
New York
$924K -$6.62K -284 -0.7%
YWM
200
Yoder Wealth Management
California
$918K -$222K -9,523 -20%

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.