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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
IWA
251
IVC Wealth Advisors
Pennsylvania
$465K
XPN
252
XY Planning Network
Montana
$460K
RA
253
RFG Advisory
Alabama
$460K
RIM
254
Rakuten Investment Management
Japan
$459K
OFS
255
OneAscent Financial Services
Alabama
$457K
LF
256
Lee Financial
Texas
$450K
SCI
257
Stableford Capital II
Arizona
$449K
SEI Investments
258
SEI Investments
Pennsylvania
$446K
LGG
259
Luts & Greenleigh Group
Maryland
$443K
PFA
260
Portland Financial Advisors
New York
$439K
DWS
261
Discipline Wealth Solutions
South Carolina
$438K
AWMM
262
Aegis Wealth Management (Maryland)
Maryland
$437K
CIP
263
Capital Insight Partners
Arizona
$427K
CB
264
Commerce Bank
Missouri
$427K
FTS
265
Fifth Third Securities
Ohio
$425K
OIA
266
OneDigital Investment Advisors
Kansas
$419K
SFWC
267
Strategic Family Wealth Counselors
New Jersey
$415K
JEST
268
JTC Employer Solutions Trustee
Jersey
$414K
AC
269
AlphaCore Capital
California
$412K
TPA
270
Trivium Point Advisory
Connecticut
$412K
BIG
271
Brooklyn Investment Group
New York
$409K
Goldman Sachs
272
Goldman Sachs
New York
$408K
NL
273
NWAM LLC
Washington
$407K
FPAS
274
Focus Partners Advisor Solutions
Missouri
$407K
CI
275
Cordant Inc
Oregon
$405K