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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Fonville Wealth Management
Virginia
$397K -$2.57K -121 -0.6%
WA
277
WBH Advisory
Maryland
$395K -$13.7K -646 -3%
RWM
278
Rialto Wealth Management
New York
$393K +$141K +6,638 +54%
AF
279
Allworth Financial
California
$392K -$152K -7,148 -28%
FPCP
280
Fort Point Capital Partners
California
$385K
Northern Trust
281
Northern Trust
Illinois
$384K +$105K +4,938 +37%
BSB
282
Bangor Savings Bank
Maine
$384K -$26.6K -1,253 -6%
HCP
283
Hardin Capital Partners
South Carolina
$383K +$488 +23 +0.1%
HSA
284
HBK Sorce Advisory
Pennsylvania
$378K -$52.7K -2,486 -13%
LAIC
285
Lederer & Associates Investment Counsel
California
$376K -$721K -34,011 -65%
BA
286
Blueline Advisors
New Hampshire
$376K +$382K +17,997 New
HFS
287
Heritage Financial Services
Massachusetts
$373K -$13.1K -620 -3%
CFD
288
Creative Financial Designs
Indiana
$370K +$18.2K +859 +5%
WF
289
Whelan Financial
California
$365K -$16.5K -777 -4%
AWM
290
Ariadne Wealth Management
California
$365K +$27K +1,273 +9%
PB
291
Pinnacle Bancorp
Nebraska
$364K
WWM
292
Western Wealth Management
Colorado
$362K +$6.47K +305 +2%
CAMG
293
CWA Asset Management Group
Florida
$354K +$1.59K +75 +0.4%
LFA
294
Laraway Financial Advisors
Minnesota
$352K +$85 +4 +0%
WC
295
Waterloo Capital
Texas
$346K -$113K -5,321 -24%
UAG
296
United Advisor Group
Ohio
$345K +$104K +4,883 +42%
PFC
297
Phocas Financial Corp
California
$343K
TIM
298
Thompson Investment Management
Wisconsin
$342K +$18.7K +881 +6%
KGP
299
Keystone Global Partners
Colorado
$340K -$64 -3 -0%
RFP
300
Root Financial Partners
California
$338K -$160K -7,556 -32%