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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Western Wealth Management
Colorado
$371K
CAMG
277
CWA Asset Management Group
Florida
$370K
Truist Financial
278
Truist Financial
North Carolina
$370K
LFA
279
Laraway Financial Advisors
Minnesota
$365K
PFC
280
Phocas Financial Corp
California
$353K
WFA
281
Websterrogers Financial Advisors
South Carolina
$351K
KGP
282
Keystone Global Partners
Colorado
$350K
OFS
283
OneAscent Financial Services
Alabama
$347K
PA
284
PFG Advisors
Arizona
$342K
GC
285
Garde Capital
Washington
$334K
LCWP
286
Legacy Capital Wealth Partners
Arkansas
$321K
AOWM
287
Alpha Omega Wealth Management
Virginia
$321K
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$318K
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$313K
SWA
290
Sax Wealth Advisors
New Jersey
$312K
ACG
291
Allen Capital Group
Nebraska
$311K
RDWM
292
Red Door Wealth Management
Tennessee
$309K
CA
293
Cambridge Advisors
Nebraska
$298K
TIM
294
Thompson Investment Management
Wisconsin
$296K
BCWM
295
Bartlett & Co Wealth Management
Ohio
$294K
CCA
296
Cobblestone Capital Advisors
New York
$290K
MFG
297
MidWestOne Financial Group
Iowa
$289K
CFD
298
Creative Financial Designs
Indiana
$288K
CA
299
Clearstead Advisors
Ohio
$281K
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$276K