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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
RIM
251
Rakuten Investment Management
Japan
$459K
OFS
252
OneAscent Financial Services
Alabama
$457K
LF
253
Lee Financial
Texas
$450K
SCI
254
Stableford Capital II
Arizona
$449K
SEI Investments
255
SEI Investments
Pennsylvania
$446K
LGG
256
Luts & Greenleigh Group
Maryland
$443K
PFA
257
Portland Financial Advisors
New York
$439K
DWS
258
Discipline Wealth Solutions
South Carolina
$438K
AWMM
259
Aegis Wealth Management (Maryland)
Maryland
$437K
CIP
260
Capital Insight Partners
Arizona
$427K
CB
261
Commerce Bank
Missouri
$427K
FTS
262
Fifth Third Securities
Ohio
$425K
OIA
263
OneDigital Investment Advisors
Kansas
$419K
SFWC
264
Strategic Family Wealth Counselors
New Jersey
$415K
JEST
265
JTC Employer Solutions Trustee
Jersey
$414K
AC
266
AlphaCore Capital
California
$412K
TPA
267
Trivium Point Advisory
Connecticut
$412K
BIG
268
Brooklyn Investment Group
New York
$409K
Goldman Sachs
269
Goldman Sachs
New York
$408K
NL
270
NWAM LLC
Washington
$407K
FPAS
271
Focus Partners Advisor Solutions
Missouri
$407K
CI
272
Cordant Inc
Oregon
$405K
FWM
273
Fonville Wealth Management
Virginia
$397K
WA
274
WBH Advisory
Maryland
$395K
RWM
275
Rialto Wealth Management
New York
$393K