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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
SWA
301
Strata Wealth Advisors
Texas
$330K
Koshinski Asset Management
302
Koshinski Asset Management
Illinois
$324K
SAI
303
Savvy Advisors Inc
New York
$322K
CFA
304
Cahill Financial Advisors
Minnesota
$322K
FWI
305
Facet Wealth Inc
Maryland
$318K
LCWP
306
Legacy Capital Wealth Partners
Arkansas
$310K
VAF
307
Values Added Financial
District of Columbia
$308K
RDWM
308
Red Door Wealth Management
Tennessee
$308K
MHS
309
M Holdings Securities
Oregon
$307K
RI
310
Rinkey Investments
California
$304K
AOWM
311
Alpha Omega Wealth Management
Virginia
$303K
AQR Capital Management
312
AQR Capital Management
Connecticut
$300K
QT
313
Quantbot Technologies
New York
$299K
AIM
314
Aurora Investment Managers
Florida
$293K
SL
315
Sentinus LLC
Illinois
$282K
PAG
316
Poinciana Advisors Group
Florida
$281K
WFA
317
Websterrogers Financial Advisors
South Carolina
$280K
Sumitomo Mitsui Trust Group
318
Sumitomo Mitsui Trust Group
Japan
$278K
SFS
319
Summit Financial Strategies
Ohio
$278K
PSB
320
Piscataqua Savings Bank
New Hampshire
$276K
LS
321
LCW Services
Virginia
$274K
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$274K
YIH
323
Y-Intercept (HK)
Hong Kong
$270K
C
324
Certuity
Florida
$268K
PWPS
325
Pinnacle Wealth Planning Services
Ohio
$264K