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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
WWM
276
Western Wealth Management
Colorado
$391K
WMWM
277
Wilkins Miller Wealth Management
Alabama
$389K
SOADOR
278
State of Alaska Department of Revenue
Alaska
$385K
BA
279
Blueline Advisors
New Hampshire
$385K
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$384K
JE
281
Jacobs Equity
Utah
$384K
FPCP
282
Fort Point Capital Partners
California
$383K
ASN
283
Advisory Services Network
Georgia
$380K
WF
284
Whelan Financial
California
$376K
UAG
285
United Advisor Group
Ohio
$376K
SFS
286
Summit Financial Strategies
Ohio
$375K
C
287
Certuity
Florida
$372K
PB
288
Pinnacle Bancorp
Nebraska
$372K
CAMG
289
CWA Asset Management Group
Florida
$371K
TIM
290
Thompson Investment Management
Wisconsin
$369K
FWI
291
Facet Wealth Inc
Maryland
$369K
AF
292
Allworth Financial
California
$367K
LFA
293
Laraway Financial Advisors
Minnesota
$361K
SAI
294
Savvy Advisors Inc
New York
$360K
BSB
295
Bangor Savings Bank
Maine
$359K
LF
296
Lee Financial
Texas
$358K
WC
297
Waterloo Capital
Texas
$357K
OFS
298
OneAscent Financial Services
Alabama
$356K
MWM
299
Modera Wealth Management
New Jersey
$354K
SFWC
300
Strategic Family Wealth Counselors
New Jersey
$354K