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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
226
Prospect Financial Group
Virginia
$586K
FTS
227
Fifth Third Securities
Ohio
$577K
QC
228
Quadrature Capital
United Kingdom
$570K
QCM
229
Quantinno Capital Management
New York
$566K
PA
230
PFG Advisors
Arizona
$563K
Natixis Advisors
231
Natixis Advisors
Massachusetts
$559K
CAM
232
Cresset Asset Management
Illinois
$547K
BFA
233
Bluestem Financial Advisors
Illinois
$530K
FF
234
Friedenthal Financial
New Jersey
$528K
CRA
235
Clear Retirement Advice
California
$521K
GFWA
236
Grey Fox Wealth Advisors
Delaware
$519K
VWA
237
Valued Wealth Advisors
Utah
$518K
OIA
238
OneDigital Investment Advisors
Kansas
$514K
SG
239
StoneX Group
New York
$513K
HI
240
Human Investing
Oregon
$512K
BIA
241
Bigelow Investment Advisors
Maine
$509K
BWM
242
BCS Wealth Management
Tennessee
$504K
WPW
243
Watershed Private Wealth
Illinois
$504K
BIG
244
Brooklyn Investment Group
New York
$501K
IFA
245
Interactive Financial Advisors
Illinois
$499K
TWM
246
Tradition Wealth Management
Minnesota
$498K
PHIC
247
Pine Haven Investment Counsel
Massachusetts
$486K
MMH
248
Menora Mivtachim Holdings
Israel
$484K
AFG
249
Atomi Financial Group
New York
$483K
PFA
250
Portland Financial Advisors
New York
$482K