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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
PWPS
301
Pinnacle Wealth Planning Services
Ohio
$268K
CCA
302
Cobblestone Capital Advisors
New York
$267K
RWM
303
Rialto Wealth Management
New York
$267K
RW
304
REDW Wealth
New Mexico
$262K
GC
305
Garde Capital
Washington
$262K
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$252K
AQR Capital Management
307
AQR Capital Management
Connecticut
$250K
AIM
308
Aurora Investment Managers
Florida
$249K
RP
309
Regal Partners
Australia
$247K
FLFS
310
Family Legacy Financial Solutions
North Carolina
$246K
CPL
311
CAP Partners LLC
Tennessee
$245K
TPA
312
Trivium Point Advisory
Connecticut
$243K
B
313
Bensler
Washington
$242K
MWM
314
Meridian Wealth Management
Kentucky
$242K
PHIC
315
Pine Haven Investment Counsel
Massachusetts
$240K
IA
316
IFG Advisory
Georgia
$240K
MAWA
317
Moss Adams Wealth Advisors
Washington
$239K
AFP
318
Ausdal Financial Partners
Iowa
$239K
ACA
319
Ascension Capital Advisors
Texas
$238K
BA
320
Bridgewater Advisors
New York
$236K
MIAS
321
Mason Investment Advisory Services
Virginia
$236K
FWM
322
Fortress Wealth Management
California
$235K
CTC
323
Central Trust Company
Missouri
$234K
PAS
324
Park Avenue Securities
New York
$232K
LAM
325
Lewis Asset Management
California
$228K