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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
KGP
276
Keystone Global Partners
Colorado
$351K
VAF
277
Values Added Financial
District of Columbia
$350K
PAS
278
Park Avenue Securities
New York
$345K
SWA
279
Strata Wealth Advisors
Texas
$341K
ATC
280
Advantage Trust Company
Kansas
$340K
Citigroup
281
Citigroup
New York
$339K
OFS
282
OneAscent Financial Services
Alabama
$337K
RDWM
283
Red Door Wealth Management
Tennessee
$334K
TIM
284
Thompson Investment Management
Wisconsin
$334K
TPA
285
Trivium Point Advisory
Connecticut
$330K
CFA
286
Cahill Financial Advisors
Minnesota
$329K
PA
287
PFG Advisors
Arizona
$327K
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$322K
FIA
289
Foundations Investment Advisors
Arizona
$317K
LCWP
290
Legacy Capital Wealth Partners
Arkansas
$317K
AWM
291
Ariadne Wealth Management
California
$316K
WFA
292
Websterrogers Financial Advisors
South Carolina
$314K
RI
293
Rinkey Investments
California
$314K
AOWM
294
Alpha Omega Wealth Management
Virginia
$313K
AQR Capital Management
295
AQR Capital Management
Connecticut
$309K
AIM
296
Aurora Investment Managers
Florida
$303K
ACG
297
Allen Capital Group
Nebraska
$293K
KLI
298
Kelman-Lazarov Inc
Tennessee
$291K
Northern Trust
299
Northern Trust
Illinois
$290K
CFP
300
Cypress Financial Planning
New Jersey
$290K