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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
226
Quantinno Capital Management
New York
$577K +$586K +27,638 New
Natixis Advisors
227
Natixis Advisors
Massachusetts
$576K -$19.5K -920 -3%
SW
228
Simplicity Wealth
New Jersey
$570K +$109K +5,128 +23%
AFG
229
Atomi Financial Group
New York
$554K -$12.8M -602,350 -96%
VWA
230
Valued Wealth Advisors
Utah
$543K -$10.7K -505 -2%
GFWA
231
Grey Fox Wealth Advisors
Delaware
$540K +$32.3K +1,523 +6%
PAS
232
Park Avenue Securities
New York
$540K +$209K +9,864 +62%
CCA
233
Carrera Capital Advisors
Michigan
$539K +$5.47K +258 +1%
GCA
234
Greenwood Capital Associates
South Carolina
$536K +$36.9K +1,738 +7%
MWA
235
Medallion Wealth Advisors
Connecticut
$531K +$54.4K +2,567 +11%
BIA
236
Bigelow Investment Advisors
Maine
$527K +$10.7K +506 +2%
LPAM
237
Lodestar Private Asset Management
California
$525K +$20.2K +951 +4%
MWML
238
M Wealth Management LLC
California
$522K -$105K -4,955 -17%
HI
239
Human Investing
Oregon
$520K +$6.49K +306 +1%
PA
240
PFG Advisors
Arizona
$516K +$202K +9,542 +63%
BFA
241
Bluestem Financial Advisors
Illinois
$514K -$806 -38 -0.2%
IFA
242
Interactive Financial Advisors
Illinois
$505K -$99.8K -4,705 -16%
WPW
243
Watershed Private Wealth
Illinois
$503K
FF
244
Friedenthal Financial
New Jersey
$502K -$22.9K -1,079 -4%
N
245
Natixis
France
$496K +$9.97K +470 +2%
B
246
Bailard
California
$494K -$7.27K -343 -1%
EFG
247
Everhart Financial Group
Ohio
$489K -$91.5K -4,316 -16%
TWM
248
Tradition Wealth Management
Minnesota
$489K +$827 +39 +0.2%
EGWAG
249
Elwood & Goetz Wealth Advisory Group
Georgia
$471K -$119K -5,625 -20%
MMH
250
Menora Mivtachim Holdings
Israel
$470K +$477K +22,500 New