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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
FPAS
201
Focus Partners Advisor Solutions
Missouri
$659K -$85.7K -4,092 -12%
C
202
Certuity
Florida
$655K +$41.2K +1,965 +7%
MWML
203
M Wealth Management LLC
California
$650K
ECM
204
Evergreen Capital Management
Washington
$634K +$314 +15 +0.1%
LCM
205
Liberty Capital Management
Michigan
$630K +$26.6K +1,272 +4%
YWM
206
Yoder Wealth Management
California
$617K +$18.6K +888 +3%
WA
207
Waverly Advisors
Alabama
$614K -$73K -3,484 -11%
TWM
208
Tanglewood Wealth Management
Texas
$603K +$396K +18,911 +197%
DSA
209
Droms Strauss Advisors
Missouri
$602K +$123K +5,866 +26%
PA
210
Parallel Advisors
California
$600K -$163K -7,765 -21%
VAF
211
Values Added Financial
District of Columbia
$597K -$75.2K -3,589 -11%
EFG
212
Everhart Financial Group
Ohio
$585K +$151K +7,220 +35%
Vanguard Group
213
Vanguard Group
Pennsylvania
$580K -$1.05K -50 -0.2%
CFA
214
Cahill Financial Advisors
Minnesota
$576K -$55.4K -2,642 -9%
VWA
215
Valued Wealth Advisors
Utah
$574K +$134K +6,389 +31%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$571K -$9.97K -476 -2%
IWC
217
Integrated Wealth Concepts
Massachusetts
$561K +$78.6K +3,751 +16%
CIA
218
Cape Investment Advisory
Georgia
$561K +$122K +5,837 +28%
EE
219
EWG Elevate
California
$554K -$18.5K -882 -3%
AF
220
Allworth Financial
California
$549K -$204K -9,716 -27%
PFG
221
Prospect Financial Group
Virginia
$546K +$86.6K +4,132 +19%
CCA
222
Carrera Capital Advisors
Michigan
$537K +$3.77K +180 +0.7%
HI
223
Human Investing
Oregon
$532K +$47.1K +2,246 +10%
FF
224
Friedenthal Financial
New Jersey
$531K -$5.62K -268 -1%
GFWA
225
Grey Fox Wealth Advisors
Delaware
$518K -$32.9K -1,572 -6%

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.