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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
251
Portland Financial Advisors
New York
$453K
DWS
252
Discipline Wealth Solutions
South Carolina
$447K
AWM
253
Aegis Wealth Management
Maryland
$443K
OIA
254
OneDigital Investment Advisors
Kansas
$441K
FTS
255
Fifth Third Securities
Ohio
$430K
JEST
256
JTC Employer Solutions Trustee
Jersey
$428K
BSB
257
Bangor Savings Bank
Maine
$424K
HSA
258
HBK Sorce Advisory
Pennsylvania
$423K
WA
259
WBH Advisory
Maryland
$422K
CI
260
Cordant Inc
Oregon
$419K
FWM
261
Fonville Wealth Management
Virginia
$412K
EFP
262
Elser Financial Planning
Indiana
$403K
HFS
263
Heritage Financial Services
Massachusetts
$398K
HCP
264
Hardin Capital Partners
South Carolina
$395K
WF
265
Whelan Financial
California
$394K
SC
266
Savant Capital
Illinois
$389K
FPCP
267
Fort Point Capital Partners
California
$385K
PB
268
Pinnacle Bancorp
Nebraska
$376K
IAN
269
Integrated Advisors Network
Texas
$372K
WWM
270
Western Wealth Management
Colorado
$367K
VWA
271
VSM Wealth Advisory
Maryland
$365K
CAMG
272
CWA Asset Management Group
Florida
$364K
LFA
273
Laraway Financial Advisors
Minnesota
$364K
CFD
274
Creative Financial Designs
Indiana
$363K
PFC
275
Phocas Financial Corp
California
$354K