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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
PHIC
301
Pine Haven Investment Counsel
Massachusetts
$337K
EFP
302
Elser Financial Planning
Indiana
$337K
SC
303
Savant Capital
Illinois
$333K
VWA
304
VSM Wealth Advisory
Maryland
$333K
SWA
305
Strata Wealth Advisors
Texas
$330K
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$324K
SAI
307
Savvy Advisors Inc
New York
$322K
CFA
308
Cahill Financial Advisors
Minnesota
$322K
FWI
309
Facet Wealth Inc
Maryland
$318K
LCWP
310
Legacy Capital Wealth Partners
Arkansas
$310K
VAF
311
Values Added Financial
District of Columbia
$308K
RDWM
312
Red Door Wealth Management
Tennessee
$308K
MHS
313
M Holdings Securities
Oregon
$307K
RI
314
Rinkey Investments
California
$304K
AOWM
315
Alpha Omega Wealth Management
Virginia
$303K
AQR Capital Management
316
AQR Capital Management
Connecticut
$300K
QT
317
Quantbot Technologies
New York
$299K
AIM
318
Aurora Investment Managers
Florida
$293K
SL
319
Sentinus LLC
Illinois
$282K
PAG
320
Poinciana Advisors Group
Florida
$281K
WFA
321
Websterrogers Financial Advisors
South Carolina
$280K
Sumitomo Mitsui Trust Group
322
Sumitomo Mitsui Trust Group
Japan
$278K
SFS
323
Summit Financial Strategies
Ohio
$278K
PSB
324
Piscataqua Savings Bank
New Hampshire
$276K
LS
325
LCW Services
Virginia
$274K