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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Fonville Wealth Management
Virginia
$397K
WA
277
WBH Advisory
Maryland
$395K
RWM
278
Rialto Wealth Management
New York
$393K
AF
279
Allworth Financial
California
$392K
FPCP
280
Fort Point Capital Partners
California
$385K
Northern Trust
281
Northern Trust
Illinois
$384K
BSB
282
Bangor Savings Bank
Maine
$384K
HCP
283
Hardin Capital Partners
South Carolina
$383K
HSA
284
HBK Sorce Advisory
Pennsylvania
$378K
LAIC
285
Lederer & Associates Investment Counsel
California
$376K
BA
286
Blueline Advisors
New Hampshire
$376K
HFS
287
Heritage Financial Services
Massachusetts
$373K
CFD
288
Creative Financial Designs
Indiana
$370K
WF
289
Whelan Financial
California
$365K
AWM
290
Ariadne Wealth Management
California
$365K
PB
291
Pinnacle Bancorp
Nebraska
$364K
WWM
292
Western Wealth Management
Colorado
$362K
CAMG
293
CWA Asset Management Group
Florida
$354K
LFA
294
Laraway Financial Advisors
Minnesota
$352K
WC
295
Waterloo Capital
Texas
$346K
UAG
296
United Advisor Group
Ohio
$345K
PFC
297
Phocas Financial Corp
California
$343K
TIM
298
Thompson Investment Management
Wisconsin
$342K
KGP
299
Keystone Global Partners
Colorado
$340K
RFP
300
Root Financial Partners
California
$338K