Schwab US REIT ETF
SCHH
570 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 224 increasing their positions, 183 reducing their positions, and 45 closing their positions.
53% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 45
22% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 183
2% more funds holding
Funds holding: 558 → 570 (+12)
4% more capital invested
Capital invested by funds: $4.79B → $4.97B (+$183M)
0.37% less ownership
Funds ownership: 54.83% → 54.45% (-0.37%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$217M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$20.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.6M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$15.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$195M |
| 2 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$20M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$16.4M |
| 4 |
SFP
Strategic Financial Planning
Plano,
Texas
|
-$10.1M |
| 5 |
GBT
Grove Bank & Trust
Miami,
Florida
|
-$8.59M |
SCHH Hedge Fund Activity: Q1 2026 in Review
570 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q1 2026, worth a combined $4.97B — up 3.8% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SCHH positions and 45 closed out — a net gain of 24 holders — while 224 added to existing stakes and 183 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $217M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $195M.
- 570 institutional investors held Schwab US REIT ETF (SCHH) as of Q1 2026, up from 558 in Q4 2025.
- Funds reported $4.97B of Schwab US REIT ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
- 69 funds opened new Schwab US REIT ETF positions in Q1 2026 and 45 closed out, a net change of +24 holders.
- The largest Schwab US REIT ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $217M added.
- The largest Schwab US REIT ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2026.