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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
226
Watershed Private Wealth
Illinois
$510K
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$508K
AWM
228
Aegis Wealth Management
Maryland
$508K
B
229
Bailard
California
$507K
Natixis Advisors
230
Natixis Advisors
Massachusetts
$502K
SFS
231
Summit Financial Strategies
Ohio
$495K
TWM
232
Tradition Wealth Management
Minnesota
$494K
CB
233
Commerce Bank
Missouri
$491K
LF
234
Lee Financial
Texas
$486K
Bank of New York Mellon
235
Bank of New York Mellon
New York
$484K
N
236
Natixis
France
$483K
BFA
237
Bluestem Financial Advisors
Illinois
$482K
EFP
238
Elser Financial Planning
Indiana
$481K
EGWAG
239
Elwood & Goetz Wealth Advisory Group
Georgia
$481K
Goldman Sachs
240
Goldman Sachs
New York
$479K
WWM
241
WT Wealth Management
Arizona
$465K
SCI
242
Stableford Capital II
Arizona
$464K
WC
243
Waterloo Capital
Texas
$462K
AWS
244
Atria Wealth Solutions
New York
$459K
RFP
245
Root Financial Partners
California
$453K
LGG
246
Luts & Greenleigh Group
Maryland
$449K
KAS
247
Kestra Advisory Services
Texas
$448K
PFA
248
Portland Financial Advisors
New York
$444K
AI
249
Atria Investments
North Carolina
$443K
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$438K