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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
251
IVC Wealth Advisors
Pennsylvania
$465K +$4.96K +234 +1%
XPN
252
XY Planning Network
Montana
$460K +$467K +22,040 New
RA
253
RFG Advisory
Alabama
$460K -$1.31M -61,985 -74%
RIM
254
Rakuten Investment Management
Japan
$459K
OFS
255
OneAscent Financial Services
Alabama
$457K +$132K +6,239 +40%
LF
256
Lee Financial
Texas
$450K -$2.04K -96 -0.4%
SCI
257
Stableford Capital II
Arizona
$449K -$9.18K -433 -2%
SEI Investments
258
SEI Investments
Pennsylvania
$446K +$453K +21,371 New
LGG
259
Luts & Greenleigh Group
Maryland
$443K
PFA
260
Portland Financial Advisors
New York
$439K
DWS
261
Discipline Wealth Solutions
South Carolina
$438K +$4.64K +219 +1%
AWMM
262
Aegis Wealth Management (Maryland)
Maryland
$437K +$7.51K +354 +2%
CIP
263
Capital Insight Partners
Arizona
$427K -$201K -9,491 -32%
CB
264
Commerce Bank
Missouri
$427K -$44.8K -2,114 -9%
FTS
265
Fifth Third Securities
Ohio
$425K +$8.67K +409 +2%
OIA
266
OneDigital Investment Advisors
Kansas
$419K -$8.08K -381 -2%
SFWC
267
Strategic Family Wealth Counselors
New Jersey
$415K -$101K -4,743 -20%
JEST
268
JTC Employer Solutions Trustee
Jersey
$414K
AC
269
AlphaCore Capital
California
$412K -$39.1K -1,845 -9%
TPA
270
Trivium Point Advisory
Connecticut
$412K +$93.6K +4,414 +29%
BIG
271
Brooklyn Investment Group
New York
$409K +$413K +19,457 New
Goldman Sachs
272
Goldman Sachs
New York
$408K -$213K -10,063 -34%
NL
273
NWAM LLC
Washington
$407K -$6.45K -304 -2%
FPAS
274
Focus Partners Advisor Solutions
Missouri
$407K -$533K -25,118 -56%
CI
275
Cordant Inc
Oregon
$405K -$1.61K -76 -0.4%