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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, 223 increasing their positions, 145 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
LFA
276
Laraway Financial Advisors
Minnesota
$364K
CFD
277
Creative Financial Designs
Indiana
$363K
PFC
278
Phocas Financial Corp
California
$354K
KGP
279
Keystone Global Partners
Colorado
$351K
VAF
280
Values Added Financial
District of Columbia
$350K
PAS
281
Park Avenue Securities
New York
$345K
SWA
282
Strata Wealth Advisors
Texas
$341K
ATC
283
Advantage Trust Company
Kansas
$340K
Citigroup
284
Citigroup
New York
$339K
OFS
285
OneAscent Financial Services
Alabama
$337K
RDWM
286
Red Door Wealth Management
Tennessee
$334K
TIM
287
Thompson Investment Management
Wisconsin
$334K
SA
288
Sanctuary Advisors
Indiana
$333K
TPA
289
Trivium Point Advisory
Connecticut
$330K
CFA
290
Cahill Financial Advisors
Minnesota
$329K
PA
291
PFG Advisors
Arizona
$327K
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$322K
FIA
293
Foundations Investment Advisors
Arizona
$317K
LCWP
294
Legacy Capital Wealth Partners
Arkansas
$317K
AWM
295
Ariadne Wealth Management
California
$316K
WFA
296
Websterrogers Financial Advisors
South Carolina
$314K
RI
297
Rinkey Investments
California
$314K
AOWM
298
Alpha Omega Wealth Management
Virginia
$313K
AQR Capital Management
299
AQR Capital Management
Connecticut
$309K
AIM
300
Aurora Investment Managers
Florida
$303K