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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
301
Pine Haven Investment Counsel
Massachusetts
$337K +$87.7K +4,135 +34%
EFP
302
Elser Financial Planning
Indiana
$337K -$56.4K -2,659 -14%
SC
303
Savant Capital
Illinois
$333K -$28.8K -1,359 -8%
VWA
304
VSM Wealth Advisory
Maryland
$333K -$21.4K -1,007 -6%
SWA
305
Strata Wealth Advisors
Texas
$330K
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$324K +$11.9K +559 +4%
SAI
307
Savvy Advisors Inc
New York
$322K +$327K +15,402 New
CFA
308
Cahill Financial Advisors
Minnesota
$322K +$3.1K +146 +1%
FWI
309
Facet Wealth Inc
Maryland
$318K +$108K +5,111 +51%
LCWP
310
Legacy Capital Wealth Partners
Arkansas
$310K +$3.31K +156 +1%
VAF
311
Values Added Financial
District of Columbia
$308K -$30.9K -1,457 -9%
RDWM
312
Red Door Wealth Management
Tennessee
$308K -$16K -756 -5%
MHS
313
M Holdings Securities
Oregon
$307K +$312K +14,712 New
RI
314
Rinkey Investments
California
$304K
AOWM
315
Alpha Omega Wealth Management
Virginia
$303K +$21 +1 +0%
AQR Capital Management
316
AQR Capital Management
Connecticut
$300K +$869 +41 +0.3%
QT
317
Quantbot Technologies
New York
$299K +$304K +14,318 New
AIM
318
Aurora Investment Managers
Florida
$293K +$85 +4 +0%
SL
319
Sentinus LLC
Illinois
$282K +$17.4K +819 +6%
PAG
320
Poinciana Advisors Group
Florida
$281K +$56.7K +2,675 +25%
WFA
321
Websterrogers Financial Advisors
South Carolina
$280K -$24.9K -1,174 -8%
Sumitomo Mitsui Trust Group
322
Sumitomo Mitsui Trust Group
Japan
$278K -$228K -10,770 -45%
SFS
323
Summit Financial Strategies
Ohio
$278K -$202K -9,541 -42%
PSB
324
Piscataqua Savings Bank
New Hampshire
$276K +$280K +13,196 New
LS
325
LCW Services
Virginia
$274K +$278K +13,131 New