SCHH icon

Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
QCM
226
Quantinno Capital Management
New York
$577K
Natixis Advisors
227
Natixis Advisors
Massachusetts
$576K
SW
228
Simplicity Wealth
New Jersey
$570K
AFG
229
Atomi Financial Group
New York
$554K
VWA
230
Valued Wealth Advisors
Utah
$543K
GFWA
231
Grey Fox Wealth Advisors
Delaware
$540K
PAS
232
Park Avenue Securities
New York
$540K
CCA
233
Carrera Capital Advisors
Michigan
$539K
GCA
234
Greenwood Capital Associates
South Carolina
$536K
MWA
235
Medallion Wealth Advisors
Connecticut
$531K
BIA
236
Bigelow Investment Advisors
Maine
$527K
LPAM
237
Lodestar Private Asset Management
California
$525K
MWML
238
M Wealth Management LLC
California
$522K
HI
239
Human Investing
Oregon
$520K
PA
240
PFG Advisors
Arizona
$516K
BFA
241
Bluestem Financial Advisors
Illinois
$514K
IFA
242
Interactive Financial Advisors
Illinois
$505K
WPW
243
Watershed Private Wealth
Illinois
$503K
FF
244
Friedenthal Financial
New Jersey
$502K
N
245
Natixis
France
$496K
B
246
Bailard
California
$494K
EFG
247
Everhart Financial Group
Ohio
$489K
TWM
248
Tradition Wealth Management
Minnesota
$489K
EGWAG
249
Elwood & Goetz Wealth Advisory Group
Georgia
$471K
MMH
250
Menora Mivtachim Holdings
Israel
$470K