Schwab US REIT ETF
SCHH
539 hedge funds and large institutions have $4.45B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 226 increasing their positions, 147 reducing their positions, and 37 closing their positions.
89% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 37
54% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 147
13% more call options, than puts
Call options by funds: $524K | Put options by funds: $462K
4% more funds holding
Funds holding: 517 → 539 (+22)
5% more capital invested
Capital invested by funds: $4.24B → $4.45B (+$207M)
0.38% less ownership
Funds ownership: 53.36% → 52.98% (-0.38%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$33.2M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$32.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.2M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$29.9M |
| 5 |
AFG
Atomi Financial Group
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$22.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$19.7M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$14.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.74M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$8.36M |
SCHH Hedge Fund Activity: Q3 2025 in Review
539 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q3 2025, worth a combined $4.45B — up 4.9% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SCHH positions and 37 closed out — a net gain of 33 holders — while 226 added to existing stakes and 147 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $33.2M. The largest seller was M&T Bank, exiting entirely with an estimated $22.1M sold.
- 539 institutional investors held Schwab US REIT ETF (SCHH) as of Q3 2025, up from 517 in Q2 2025.
- Funds reported $4.45B of Schwab US REIT ETF stock for Q3 2025, up 4.9% quarter-over-quarter.
- 70 funds opened new Schwab US REIT ETF positions in Q3 2025 and 37 closed out, a net change of +33 holders.
- The largest Schwab US REIT ETF buyer in Q3 2025 was Financial Engines Advisors, an estimated $33.2M added.
- The largest Schwab US REIT ETF seller in Q3 2025 was M&T Bank, an estimated $22.1M sold.
Based on aggregated 13F filings for Q3 2025.