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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.17B +$28.3M +1,353,127 +2%
US Bancorp
2
US Bancorp
Minnesota
$646M +$15.2M +724,757 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$559M +$6.4M +305,692 +1%
Creative Planning
4
Creative Planning
Kansas
$479M -$16M -765,205 -3%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$166M +$8.09M +385,927 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$166M +$4.19M +200,077 +3%
Cerity Partners
7
Cerity Partners
New York
$56.1M -$1.46M -69,848 -3%
Ameriprise
8
Ameriprise
Minnesota
$34.3M -$927K -44,263 -3%
BEI
9
Benjamin Edwards Inc
Missouri
$33.1M +$1.23M +58,910 +4%
RA
10
Rational Advisors
New York
$32.8M -$4.66M -222,189 -13%
MSA
11
Mason Street Advisors
Wisconsin
$31.4M
CST
12
Charles Schwab Trust
Nevada
$25.3M -$343K -16,387 -1%
BlackRock
13
BlackRock
New York
$25.2M +$8.76M +418,345 +54%
MIM
14
Morningstar Investment Management
Illinois
$25.1M +$1.48M +70,732 +6%
MGIA
15
Moneta Group Investment Advisors
Missouri
$24.5M +$875K +41,758 +4%
M&T Bank
16
M&T Bank
New York
$22.1M -$1.8K -86 -0%
FM
17
Foster & Motley
Ohio
$20.2M +$714K +34,069 +4%
BWA
18
BlueSky Wealth Advisors
North Carolina
$19.6M +$1.08M +51,711 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19.1M +$543K +25,894 +3%
HFS
20
Hantz Financial Services
Michigan
$17.7M -$114K -5,439 -0.6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16.7M -$683K -32,588 -4%
ZRP
22
Zynergy Retirement Planning
New Jersey
$15.4M +$813K +38,788 +6%
Wealthfront Advisers
23
Wealthfront Advisers
California
$14.1M +$666K +31,780 +5%
Betterment LLC
24
Betterment LLC
New York
$13.4M +$646K +30,852 +5%
PWMG
25
Pioneer Wealth Management Group
Texas
$13M +$1.04M +49,702 +9%

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.