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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
251
Fifth Third Securities
Ohio
$441K
BSB
252
Bangor Savings Bank
Maine
$440K
DWS
253
Discipline Wealth Solutions
South Carolina
$440K
EFG
254
Everhart Financial Group
Ohio
$439K
SFS
255
Summit Financial Strategies
Ohio
$437K
WA
256
WBH Advisory
Maryland
$432K
JEST
257
JTC Employer Solutions Trustee
Jersey
$427K
AWM
258
Ariadne Wealth Management
California
$425K
HFS
259
Heritage Financial Services
Massachusetts
$418K
WF
260
Whelan Financial
California
$415K
RIM
261
Rakuten Investment Management
Japan
$414K
CI
262
Cordant Inc
Oregon
$410K
IWA
263
IVC Wealth Advisors
Pennsylvania
$405K
VWA
264
VSM Wealth Advisory
Maryland
$404K
CB
265
Commerce Bank
Missouri
$404K
B
266
Bensler
Washington
$403K
FWM
267
Fonville Wealth Management
Virginia
$398K
PB
268
Pinnacle Bancorp
Nebraska
$394K
MFGP
269
Marshall Financial Group (Pennsylvania)
Pennsylvania
$386K
CA
270
Calton & Associates
Florida
$384K
CC
271
Callan Capital
California
$381K
EFG
272
Embree Financial Group
Illinois
$377K
GCA
273
Greenwood Capital Associates
South Carolina
$375K
HCP
274
Hardin Capital Partners
South Carolina
$374K
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$372K