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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
HWA
301
Hillcrest Wealth Advisors
New Jersey
$268K
PWPS
302
Pinnacle Wealth Planning Services
Ohio
$268K
CCA
303
Cobblestone Capital Advisors
New York
$267K
RWM
304
Rialto Wealth Management
New York
$267K
RW
305
REDW Wealth
New Mexico
$262K
GC
306
Garde Capital
Washington
$262K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$252K
AQR Capital Management
308
AQR Capital Management
Connecticut
$250K
AIM
309
Aurora Investment Managers
Florida
$249K
RP
310
Regal Partners
Australia
$247K
FLFS
311
Family Legacy Financial Solutions
North Carolina
$246K
CPL
312
CAP Partners LLC
Tennessee
$245K
TPA
313
Trivium Point Advisory
Connecticut
$243K
B
314
Bensler
Washington
$242K
MWM
315
Meridian Wealth Management
Kentucky
$242K
PHIC
316
Pine Haven Investment Counsel
Massachusetts
$240K
IA
317
IFG Advisory
Georgia
$240K
MAWA
318
Moss Adams Wealth Advisors
Washington
$239K
AFP
319
Ausdal Financial Partners
Iowa
$239K
ACA
320
Ascension Capital Advisors
Texas
$238K
BA
321
Bridgewater Advisors
New York
$236K
MIAS
322
Mason Investment Advisory Services
Virginia
$236K
FWM
323
Fortress Wealth Management
California
$235K
CTC
324
Central Trust Company
Missouri
$234K
PAS
325
Park Avenue Securities
New York
$232K