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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
VWA
301
VSM Wealth Advisory
Maryland
$333K
SWA
302
Strata Wealth Advisors
Texas
$330K
Koshinski Asset Management
303
Koshinski Asset Management
Illinois
$324K
SAI
304
Savvy Advisors Inc
New York
$322K
CFA
305
Cahill Financial Advisors
Minnesota
$322K
FWI
306
Facet Wealth Inc
Maryland
$318K
LCWP
307
Legacy Capital Wealth Partners
Arkansas
$310K
VAF
308
Values Added Financial
District of Columbia
$308K
RDWM
309
Red Door Wealth Management
Tennessee
$308K
MHS
310
M Holdings Securities
Oregon
$307K
RI
311
Rinkey Investments
California
$304K
AOWM
312
Alpha Omega Wealth Management
Virginia
$303K
AQR Capital Management
313
AQR Capital Management
Connecticut
$300K
QT
314
Quantbot Technologies
New York
$299K
AIM
315
Aurora Investment Managers
Florida
$293K
SL
316
Sentinus LLC
Illinois
$282K
PAG
317
Poinciana Advisors Group
Florida
$281K
WFA
318
Websterrogers Financial Advisors
South Carolina
$280K
Sumitomo Mitsui Trust Group
319
Sumitomo Mitsui Trust Group
Japan
$278K
SFS
320
Summit Financial Strategies
Ohio
$278K
PSB
321
Piscataqua Savings Bank
New Hampshire
$276K
LS
322
LCW Services
Virginia
$274K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$274K
YIH
324
Y-Intercept (HK)
Hong Kong
$270K
C
325
Certuity
Florida
$268K