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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
SW
226
Simplicity Wealth
New Jersey
$570K
AFG
227
Atomi Financial Group
New York
$554K
VWA
228
Valued Wealth Advisors
Utah
$543K
GFWA
229
Grey Fox Wealth Advisors
Delaware
$540K
PAS
230
Park Avenue Securities
New York
$540K
CCA
231
Carrera Capital Advisors
Michigan
$539K
GCA
232
Greenwood Capital Associates
South Carolina
$536K
BIA
233
Bigelow Investment Advisors
Maine
$527K
LPAM
234
Lodestar Private Asset Management
California
$525K
MWML
235
M Wealth Management LLC
California
$522K
HI
236
Human Investing
Oregon
$520K
PA
237
PFG Advisors
Arizona
$516K
BFA
238
Bluestem Financial Advisors
Illinois
$514K
IFA
239
Interactive Financial Advisors
Illinois
$505K
WPW
240
Watershed Private Wealth
Illinois
$503K
FF
241
Friedenthal Financial
New Jersey
$502K
N
242
Natixis
France
$496K
B
243
Bailard
California
$494K
EFG
244
Everhart Financial Group
Ohio
$489K
TWM
245
Tradition Wealth Management
Minnesota
$489K
EGWAG
246
Elwood & Goetz Wealth Advisory Group
Georgia
$471K
MMH
247
Menora Mivtachim Holdings
Israel
$470K
IWA
248
IVC Wealth Advisors
Pennsylvania
$465K
XPN
249
XY Planning Network
Montana
$460K
RA
250
RFG Advisory
Alabama
$460K