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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Bluestem Financial Advisors
Illinois
$532K
HI
227
Human Investing
Oregon
$530K
WA
228
Waverly Advisors
Alabama
$526K
GFWA
229
Grey Fox Wealth Advisors
Delaware
$525K
LPAM
230
Lodestar Private Asset Management
California
$521K
Sumitomo Mitsui Trust Group
231
Sumitomo Mitsui Trust Group
Japan
$520K
WPW
232
Watershed Private Wealth
Illinois
$519K
SFWC
233
Strategic Family Wealth Counselors
New Jersey
$519K
B
234
Bailard
California
$517K
GCA
235
Greenwood Capital Associates
South Carolina
$516K
RFP
236
Root Financial Partners
California
$512K
TWM
237
Tradition Wealth Management
Minnesota
$504K
N
238
Natixis
France
$495K
SFS
239
Summit Financial Strategies
Ohio
$493K
CB
240
Commerce Bank
Missouri
$486K
GKWIM
241
Gerber Kawasaki Wealth & Investment Management
California
$483K
SW
242
Simplicity Wealth
New Jersey
$478K
IWA
243
IVC Wealth Advisors
Pennsylvania
$475K
SCI
244
Stableford Capital II
Arizona
$473K
WC
245
Waterloo Capital
Texas
$472K
LF
246
Lee Financial
Texas
$467K
AC
247
AlphaCore Capital
California
$466K
RIM
248
Rakuten Investment Management
Japan
$459K
LGG
249
Luts & Greenleigh Group
Maryland
$457K
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$456K