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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Atomi Financial Group
New York
$554K
VWA
227
Valued Wealth Advisors
Utah
$543K
GFWA
228
Grey Fox Wealth Advisors
Delaware
$540K
PAS
229
Park Avenue Securities
New York
$540K
CCA
230
Carrera Capital Advisors
Michigan
$539K
GCA
231
Greenwood Capital Associates
South Carolina
$536K
BIA
232
Bigelow Investment Advisors
Maine
$527K
LPAM
233
Lodestar Private Asset Management
California
$525K
MWML
234
M Wealth Management LLC
California
$522K
HI
235
Human Investing
Oregon
$520K
PA
236
PFG Advisors
Arizona
$516K
BFA
237
Bluestem Financial Advisors
Illinois
$514K
IFA
238
Interactive Financial Advisors
Illinois
$505K
WPW
239
Watershed Private Wealth
Illinois
$503K
FF
240
Friedenthal Financial
New Jersey
$502K
N
241
Natixis
France
$496K
B
242
Bailard
California
$494K
EFG
243
Everhart Financial Group
Ohio
$489K
TWM
244
Tradition Wealth Management
Minnesota
$489K
EGWAG
245
Elwood & Goetz Wealth Advisory Group
Georgia
$471K
MMH
246
Menora Mivtachim Holdings
Israel
$470K
IWA
247
IVC Wealth Advisors
Pennsylvania
$465K
XPN
248
XY Planning Network
Montana
$460K
RA
249
RFG Advisory
Alabama
$460K
RIM
250
Rakuten Investment Management
Japan
$459K