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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
AF
276
Allworth Financial
California
$392K
FPCP
277
Fort Point Capital Partners
California
$385K
Northern Trust
278
Northern Trust
Illinois
$384K
BSB
279
Bangor Savings Bank
Maine
$384K
HCP
280
Hardin Capital Partners
South Carolina
$383K
HSA
281
HBK Sorce Advisory
Pennsylvania
$378K
LAIC
282
Lederer & Associates Investment Counsel
California
$376K
BA
283
Blueline Advisors
New Hampshire
$376K
HFS
284
Heritage Financial Services
Massachusetts
$373K
CFD
285
Creative Financial Designs
Indiana
$370K
WF
286
Whelan Financial
California
$365K
AWM
287
Ariadne Wealth Management
California
$365K
PB
288
Pinnacle Bancorp
Nebraska
$364K
WWM
289
Western Wealth Management
Colorado
$362K
CAMG
290
CWA Asset Management Group
Florida
$354K
LFA
291
Laraway Financial Advisors
Minnesota
$352K
WC
292
Waterloo Capital
Texas
$346K
UAG
293
United Advisor Group
Ohio
$345K
PFC
294
Phocas Financial Corp
California
$343K
TIM
295
Thompson Investment Management
Wisconsin
$342K
KGP
296
Keystone Global Partners
Colorado
$340K
RFP
297
Root Financial Partners
California
$338K
PHIC
298
Pine Haven Investment Counsel
Massachusetts
$337K
EFP
299
Elser Financial Planning
Indiana
$337K
SC
300
Savant Capital
Illinois
$333K