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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
FF
226
Friedenthal Financial
New Jersey
$541K
BIA
227
Bigelow Investment Advisors
Maine
$534K
BFA
228
Bluestem Financial Advisors
Illinois
$532K
HI
229
Human Investing
Oregon
$530K
WA
230
Waverly Advisors
Alabama
$526K
GFWA
231
Grey Fox Wealth Advisors
Delaware
$525K
LPAM
232
Lodestar Private Asset Management
California
$521K
Sumitomo Mitsui Trust Group
233
Sumitomo Mitsui Trust Group
Japan
$520K
WPW
234
Watershed Private Wealth
Illinois
$519K
SFWC
235
Strategic Family Wealth Counselors
New Jersey
$519K
B
236
Bailard
California
$517K
GCA
237
Greenwood Capital Associates
South Carolina
$516K
RFP
238
Root Financial Partners
California
$512K
TWM
239
Tradition Wealth Management
Minnesota
$504K
N
240
Natixis
France
$495K
SFS
241
Summit Financial Strategies
Ohio
$493K
CB
242
Commerce Bank
Missouri
$486K
GKWIM
243
Gerber Kawasaki Wealth & Investment Management
California
$483K
SW
244
Simplicity Wealth
New Jersey
$478K
IWA
245
IVC Wealth Advisors
Pennsylvania
$475K
SCI
246
Stableford Capital II
Arizona
$473K
WC
247
Waterloo Capital
Texas
$472K
LF
248
Lee Financial
Texas
$467K
AC
249
AlphaCore Capital
California
$466K
RIM
250
Rakuten Investment Management
Japan
$459K