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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
OFS
251
OneAscent Financial Services
Alabama
$457K
LF
252
Lee Financial
Texas
$450K
SCI
253
Stableford Capital II
Arizona
$449K
SEI Investments
254
SEI Investments
Pennsylvania
$446K
LGG
255
Luts & Greenleigh Group
Maryland
$443K
PFA
256
Portland Financial Advisors
New York
$439K
DWS
257
Discipline Wealth Solutions
South Carolina
$438K
AWMM
258
Aegis Wealth Management (Maryland)
Maryland
$437K
CIP
259
Capital Insight Partners
Arizona
$427K
CB
260
Commerce Bank
Missouri
$427K
FTS
261
Fifth Third Securities
Ohio
$425K
OIA
262
OneDigital Investment Advisors
Kansas
$419K
SFWC
263
Strategic Family Wealth Counselors
New Jersey
$415K
JEST
264
JTC Employer Solutions Trustee
Jersey
$414K
AC
265
AlphaCore Capital
California
$412K
TPA
266
Trivium Point Advisory
Connecticut
$412K
BIG
267
Brooklyn Investment Group
New York
$409K
Goldman Sachs
268
Goldman Sachs
New York
$408K
NL
269
NWAM LLC
Washington
$407K
FPAS
270
Focus Partners Advisor Solutions
Missouri
$407K
CI
271
Cordant Inc
Oregon
$405K
FWM
272
Fonville Wealth Management
Virginia
$397K
WA
273
WBH Advisory
Maryland
$395K
RWM
274
Rialto Wealth Management
New York
$393K
AF
275
Allworth Financial
California
$392K