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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

1% more funds holding

Funds holding: 555563 (+8)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
563
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
6.94%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.29B -$3.39M -154,757 -0.3%
US Bancorp
2
US Bancorp
Minnesota
$724M +$20.3M +925,218 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$540M +$17.6M +804,959 +3%
Creative Planning
4
Creative Planning
Kansas
$437M -$16.4M -747,217 -4%
Two Sigma Investments
5
Two Sigma Investments
New York
$258M +$7.5M +342,300 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$237M +$217M +9,880,408 +849%
DI
7
DUMAC Inc
North Carolina
$170M +$1.81M +82,351 +1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$163M -$1.66M -75,778 -1%
Cerity Partners
9
Cerity Partners
New York
$57.2M +$84.8K +3,870 +0.1%
BEI
10
Benjamin Edwards Inc
Missouri
$45.1M +$6.33M +288,850 +16%
Ameriprise
11
Ameriprise
Minnesota
$43.6M +$665K +30,328 +2%
MSA
12
Mason Street Advisors
Wisconsin
$35.4M -$1.47M -66,960 -4%
CST
13
Charles Schwab Trust
Nevada
$32.2M +$3.05M +138,967 +10%
RA
14
Rational Advisors
New York
$26.2M -$5.65M -257,797 -17%
BlackRock
15
BlackRock
New York
$25.2M -$3.01M -137,444 -10%
MGIA
16
Moneta Group Investment Advisors
Missouri
$22.9M +$107K +4,885 +0.5%
M&T Bank
17
M&T Bank
New York
$22.5M
EPM
18
Elm Partners Management
Pennsylvania
$21.4M +$8.4M +383,133 +61%
FM
19
Foster & Motley
Ohio
$21.3M +$534K +24,363 +3%
HFS
20
Hantz Financial Services
Michigan
$19.9M +$1.28M +58,333 +7%
PWMG
21
Pioneer Wealth Management Group
Texas
$17.5M +$2.33M +106,072 +15%
ZRP
22
Zynergy Retirement Planning
New Jersey
$17.3M +$1.2M +54,732 +7%
Betterment LLC
23
Betterment LLC
New York
$17.1M +$582K +26,534 +3%
WA
24
Waverly Advisors
Alabama
$16M +$15.8M +718,499 +2,599%
MNA
25
Manning & Napier Advisors
New York
$15.2M +$4.78M +218,099 +44%