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Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
KLI
301
Kelman-Lazarov Inc
Tennessee
$291K
Northern Trust
302
Northern Trust
Illinois
$290K
CFP
303
Cypress Financial Planning
New Jersey
$290K
CA
304
Cambridge Advisors
Nebraska
$282K
CCA
305
Cobblestone Capital Advisors
New York
$276K
SA
306
Sanctuary Advisors
Indiana
$275K
FA
307
FF Advisors
California
$275K
SL
308
Sentinus LLC
Illinois
$273K
SNWA
309
Siligmueller & Norvid Wealth Advisors
Illinois
$273K
PWPS
310
Pinnacle Wealth Planning Services
Ohio
$273K
EFG
311
Embree Financial Group
Illinois
$268K
RW
312
REDW Wealth
New Mexico
$268K
AFP
313
Ausdal Financial Partners
Iowa
$266K
RWM
314
Rialto Wealth Management
New York
$263K
PHIC
315
Pine Haven Investment Counsel
Massachusetts
$259K
GC
316
Garde Capital
Washington
$258K
MWM
317
Meridian Wealth Management
Kentucky
$256K
UAG
318
United Advisor Group
Ohio
$251K
CPL
319
CAP Partners LLC
Tennessee
$251K
FWM
320
Fortress Wealth Management
California
$245K
MAWA
321
Moss Adams Wealth Advisors
Washington
$244K
ACA
322
Ascension Capital Advisors
Texas
$243K
MIAS
323
Mason Investment Advisory Services
Virginia
$241K
XT
324
XTX Topco
Cayman Islands
$235K
LAM
325
Lewis Asset Management
California
$235K