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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$910K +$664K +28,466 +285%
Northern Trust
202
Northern Trust
Illinois
$900K -$109K -4,674 -11%
LS
203
LCW Services
Virginia
$891K -$35K -1,499 -4%
SDJVC
204
St. Denis J. Villere & Co
Louisiana
$880K +$867K +37,168 New
AWA
205
Aletheian Wealth Advisors
Washington
$870K -$47 -2 -0%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$868K +$439K +18,818 +105%
RM
207
RCW Management
Florida
$867K +$16.8K +722 +2%
WWM
208
WT Wealth Management
Arizona
$865K -$3.68K -158 -0.4%
KWM
209
Kingsview Wealth Management
Oregon
$808K +$45.4K +1,946 +6%
B
210
Bailard
California
$797K +$289K +12,409 +58%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$788K +$432K +18,539 +126%
IA
212
IF Advisors
Texas
$780K
DSA
213
Droms Strauss Advisors
Missouri
$772K +$15.4K +661 +2%
RBC
214
Roble Belko & Company
Pennsylvania
$770K -$20.5K -881 -3%
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$766K +$9.54K +409 +1%
IWC
216
Integrated Wealth Concepts
Massachusetts
$765K +$93.3K +4,000 +14%
MCC
217
Money Concepts Capital
Florida
$758K -$5.69K -244 -0.8%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$743K +$126K +5,410 +21%
BWM
219
Brown Wealth Management
Illinois
$740K -$116K -4,995 -14%
PA
220
Parallel Advisors
California
$737K +$58.4K +2,504 +9%
FFN
221
Focus Financial Network
Minnesota
$732K +$40.6K +1,741 +6%
BWP
222
Balboa Wealth Partners
Arizona
$725K +$714K +30,614 New
AWM
223
Axxcess Wealth Management
California
$718K +$707K +30,308 New
ECM
224
Evergreen Capital Management
Washington
$709K
CKAIS
225
Christensen King & Associates Investment Services
Washington
$708K -$76.5K -3,283 -10%

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.