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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

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

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Cambridge Advisors
Nebraska
$282K
CCA
302
Cobblestone Capital Advisors
New York
$276K
FA
303
FF Advisors
California
$275K
SL
304
Sentinus LLC
Illinois
$273K
SNWA
305
Siligmueller & Norvid Wealth Advisors
Illinois
$273K
PWPS
306
Pinnacle Wealth Planning Services
Ohio
$273K
EFG
307
Embree Financial Group
Illinois
$268K
RW
308
REDW Wealth
New Mexico
$268K
AFP
309
Ausdal Financial Partners
Iowa
$266K
RWM
310
Rialto Wealth Management
New York
$263K
PHIC
311
Pine Haven Investment Counsel
Massachusetts
$259K
MWM
312
Meridian Wealth Management
Kentucky
$256K
UAG
313
United Advisor Group
Ohio
$251K
CPL
314
CAP Partners LLC
Tennessee
$251K
FWM
315
Fortress Wealth Management
California
$245K
MAWA
316
Moss Adams Wealth Advisors
Washington
$244K
ACA
317
Ascension Capital Advisors
Texas
$243K
MIAS
318
Mason Investment Advisory Services
Virginia
$241K
XT
319
XTX Topco
Cayman Islands
$235K
LAM
320
Lewis Asset Management
California
$235K
PAG
321
Poinciana Advisors Group
Florida
$233K
IA
322
IFG Advisory
Georgia
$232K
FLFS
323
Family Legacy Financial Solutions
North Carolina
$232K
SA
324
Skyline Advisors
Washington
$232K
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
$229K