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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Western Wealth Management
Colorado
$359K
CAMG
277
CWA Asset Management Group
Florida
$358K
Truist Financial
278
Truist Financial
North Carolina
$357K
PFC
279
Phocas Financial Corp
California
$347K
KGP
280
Keystone Global Partners
Colorado
$345K
GWM
281
GSB Wealth Management
Connecticut
$341K
SWA
282
Strata Wealth Advisors
Texas
$335K
ATC
283
Advantage Trust Company
Kansas
$333K
OFS
284
OneAscent Financial Services
Alabama
$332K
SC
285
Savant Capital
Illinois
$323K
CFD
286
Creative Financial Designs
Indiana
$319K
AWM
287
Ariadne Wealth Management
California
$315K
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$313K
TIM
289
Thompson Investment Management
Wisconsin
$311K
LCWP
290
Legacy Capital Wealth Partners
Arkansas
$309K
WFA
291
Websterrogers Financial Advisors
South Carolina
$308K
AOWM
292
Alpha Omega Wealth Management
Virginia
$307K
RDWM
293
Red Door Wealth Management
Tennessee
$304K
SWA
294
Sax Wealth Advisors
New Jersey
$302K
CA
295
Cambridge Advisors
Nebraska
$293K
TSS
296
Two Sigma Securities
New York
$289K
ACG
297
Allen Capital Group
Nebraska
$285K
CFP
298
Cypress Financial Planning
New Jersey
$271K
FA
299
FF Advisors
California
$270K
HWA
300
Hillcrest Wealth Advisors
New Jersey
$268K