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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$512K
Natixis Advisors
227
Natixis Advisors
Massachusetts
$512K
AWM
228
Aegis Wealth Management
Maryland
$508K
EGWAG
229
Elwood & Goetz Wealth Advisory Group
Georgia
$506K
TWM
230
Tradition Wealth Management
Minnesota
$503K
LPAM
231
Lodestar Private Asset Management
California
$502K
EFP
232
Elser Financial Planning
Indiana
$497K
HI
233
Human Investing
Oregon
$493K
IWC
234
Integrated Wealth Concepts
Massachusetts
$490K
Bank of New York Mellon
235
Bank of New York Mellon
New York
$489K
DSA
236
Droms Strauss Advisors
Missouri
$486K
WC
237
Waterloo Capital
Texas
$471K
PFG
238
Prospect Financial Group
Virginia
$466K
AWS
239
Atria Wealth Solutions
New York
$461K
Goldman Sachs
240
Goldman Sachs
New York
$457K
LGG
241
Luts & Greenleigh Group
Maryland
$456K
PFA
242
Portland Financial Advisors
New York
$455K
RW
243
REDW Wealth
New Mexico
$450K
AI
244
Atria Investments
North Carolina
$449K
VWA
245
Valued Wealth Advisors
Utah
$447K
CIA
246
Cape Investment Advisory
Georgia
$445K
PFT
247
Providence First Trust
Arizona
$445K
WWM
248
WT Wealth Management
Arizona
$444K
SCI
249
Stableford Capital II
Arizona
$443K
BFA
250
Bluestem Financial Advisors
Illinois
$442K