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Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
RIM
251
Rakuten Investment Management
Japan
$459K
LGG
252
Luts & Greenleigh Group
Maryland
$457K
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$456K
PFA
254
Portland Financial Advisors
New York
$453K
DWS
255
Discipline Wealth Solutions
South Carolina
$447K
AWM
256
Aegis Wealth Management
Maryland
$443K
OIA
257
OneDigital Investment Advisors
Kansas
$441K
FTS
258
Fifth Third Securities
Ohio
$430K
JEST
259
JTC Employer Solutions Trustee
Jersey
$428K
BSB
260
Bangor Savings Bank
Maine
$424K
HSA
261
HBK Sorce Advisory
Pennsylvania
$423K
WA
262
WBH Advisory
Maryland
$422K
CI
263
Cordant Inc
Oregon
$419K
FWM
264
Fonville Wealth Management
Virginia
$412K
EFP
265
Elser Financial Planning
Indiana
$403K
HFS
266
Heritage Financial Services
Massachusetts
$398K
HCP
267
Hardin Capital Partners
South Carolina
$395K
WF
268
Whelan Financial
California
$394K
SC
269
Savant Capital
Illinois
$389K
FPCP
270
Fort Point Capital Partners
California
$385K
PB
271
Pinnacle Bancorp
Nebraska
$376K
IAN
272
Integrated Advisors Network
Texas
$372K
WWM
273
Western Wealth Management
Colorado
$367K
VWA
274
VSM Wealth Advisory
Maryland
$365K
CAMG
275
CWA Asset Management Group
Florida
$364K