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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
Bailard
California
$457K
LGG
252
Luts & Greenleigh Group
Maryland
$456K
HSA
253
HBK Sorce Advisory
Pennsylvania
$455K
DWS
254
Discipline Wealth Solutions
South Carolina
$453K
AWMM
255
Aegis Wealth Management (Maryland)
Maryland
$452K
SEI Investments
256
SEI Investments
Pennsylvania
$443K
IWA
257
IVC Wealth Advisors
Pennsylvania
$438K
CCA
258
Carrera Capital Advisors
Michigan
$431K
RH
259
RFG Holdings
Texas
$430K
AFA
260
Antonelli Financial Advisors
Michigan
$428K
JEST
261
JTC Employer Solutions Trustee
Jersey
$427K
CB
262
Commerce Bank
Missouri
$425K
EFG
263
Everhart Financial Group
Ohio
$424K
FWM
264
Fonville Wealth Management
Virginia
$423K
SCI
265
Stableford Capital II
Arizona
$422K
NL
266
NWAM LLC
Washington
$418K
CI
267
Cordant Inc
Oregon
$417K
RWM
268
Rialto Wealth Management
New York
$412K
AQR Capital Management
269
AQR Capital Management
Connecticut
$412K
HCP
270
Hardin Capital Partners
South Carolina
$412K
MFG
271
Merit Financial Group
Georgia
$410K
WA
272
WBH Advisory
Maryland
$401K
LAIC
273
Lederer & Associates Investment Counsel
California
$395K
XPN
274
XY Planning Network
Montana
$394K
CFD
275
Creative Financial Designs
Indiana
$393K