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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFT
251
Providence First Trust
Arizona
$437K
DWS
252
Discipline Wealth Solutions
South Carolina
$436K
FTS
253
Fifth Third Securities
Ohio
$432K
Sumitomo Mitsui Trust Group
254
Sumitomo Mitsui Trust Group
Japan
$431K
AC
255
AlphaCore Capital
California
$429K
Citigroup
256
Citigroup
New York
$428K
BSB
257
Bangor Savings Bank
Maine
$419K
JEST
258
JTC Employer Solutions Trustee
Jersey
$419K
IWA
259
IVC Wealth Advisors
Pennsylvania
$416K
HSA
260
HBK Sorce Advisory
Pennsylvania
$408K
WA
261
WBH Advisory
Maryland
$408K
FWM
262
Fonville Wealth Management
Virginia
$405K
CI
263
Cordant Inc
Oregon
$402K
WF
264
Whelan Financial
California
$393K
HFS
265
Heritage Financial Services
Massachusetts
$392K
FPCP
266
Fort Point Capital Partners
California
$387K
CA
267
Calton & Associates
Florida
$377K
IAN
268
Integrated Advisors Network
Texas
$376K
VWA
269
VSM Wealth Advisory
Maryland
$373K
HCP
270
Hardin Capital Partners
South Carolina
$371K
EFG
271
Embree Financial Group
Illinois
$367K
PB
272
Pinnacle Bancorp
Nebraska
$367K
GCA
273
Greenwood Capital Associates
South Carolina
$361K
OIA
274
OneDigital Investment Advisors
Kansas
$360K
LFA
275
Laraway Financial Advisors
Minnesota
$359K