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Schwab US REIT ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 517539 (+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: 1311 (-2)

Holders
539
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
7.07%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.14%
New
70
Increased
226
Reduced
147
Closed
37
Calls
$524K
Puts
$462K
Net Calls
+$62K
Net Calls Change
-$873K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.23B +$33.2M +1,557,768 +3%
US Bancorp
2
US Bancorp
Minnesota
$692M +$32.8M +1,537,663 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$603M +$32.2M +1,510,899 +6%
Creative Planning
4
Creative Planning
Kansas
$468M -$19.7M -925,423 -4%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$180M +$10.5M +491,228 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$161M -$8.74M -409,811 -5%
Cerity Partners
7
Cerity Partners
New York
$56.9M -$323K -15,151 -0.6%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$37.4M +$29.9M +1,400,776 +420%
Ameriprise
9
Ameriprise
Minnesota
$36.7M +$1.77M +83,168 +5%
BEI
10
Benjamin Edwards Inc
Missouri
$36.2M +$2.5M +117,314 +8%
MSA
11
Mason Street Advisors
Wisconsin
$35.1M +$3.01M +141,170 +10%
RA
12
Rational Advisors
New York
$33.1M -$354K -16,586 -1%
CST
13
Charles Schwab Trust
Nevada
$27.5M +$1.71M +80,008 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$26.1M +$6.58M +308,585 +34%
MGIA
15
Moneta Group Investment Advisors
Missouri
$23.1M -$1.9M -89,135 -8%
BlackRock
16
BlackRock
New York
$22.8M -$2.88M -134,884 -11%
BWA
17
BlueSky Wealth Advisors
North Carolina
$21.4M +$1.38M +64,891 +7%
FM
18
Foster & Motley
Ohio
$20.7M +$135K +6,352 +0.7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$18.3M +$1.31M +61,362 +8%
HFS
20
Hantz Financial Services
Michigan
$17.8M -$188K -8,817 -1%
ZRP
21
Zynergy Retirement Planning
New Jersey
$16.1M +$361K +16,948 +2%
Betterment LLC
22
Betterment LLC
New York
$15.3M +$1.57M +73,692 +12%
PWMG
23
Pioneer Wealth Management Group
Texas
$15M +$1.79M +83,743 +14%
Wealthfront Advisers
24
Wealthfront Advisers
California
$13.8M -$526K -24,642 -4%
AFG
25
Atomi Financial Group
New York
$13.6M +$13.4M +628,872 New

SCHH Hedge Fund Activity: Q3 2025 in Review

539 of the 7,619 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.