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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
301
Phocas Financial Corp
California
$353K
KGP
302
Keystone Global Partners
Colorado
$350K
AWM
303
Ariadne Wealth Management
California
$349K
VWA
304
VSM Wealth Advisory
Maryland
$347K
Goldman Sachs
305
Goldman Sachs
New York
$343K
SWA
306
Strata Wealth Advisors
Texas
$339K
PAG
307
Poinciana Advisors Group
Florida
$336K
MWML
308
M Wealth Management LLC
California
$333K
CFA
309
Cahill Financial Advisors
Minnesota
$332K
MWM
310
Maripau Wealth Management
Indiana
$328K
EFP
311
Elser Financial Planning
Indiana
$327K
Koshinski Asset Management
312
Koshinski Asset Management
Illinois
$325K
LCWP
313
Legacy Capital Wealth Partners
Arkansas
$321K
VAF
314
Values Added Financial
District of Columbia
$318K
FPAS
315
Focus Partners Advisor Solutions
Missouri
$317K
RI
316
Rinkey Investments
California
$313K
DWT
317
Dorsey & Whitney Trust
South Dakota
$312K
AC
318
AlphaCore Capital
California
$306K
AOWM
319
Alpha Omega Wealth Management
Virginia
$305K
OFA
320
Orographic Financial Advisors
Colorado
$302K
SW
321
Simplicity Wealth
New Jersey
$297K
DF
322
Downshift Financial
Colorado
$293K
SL
323
Sentinus LLC
Illinois
$291K
VWA
324
Visionary Wealth Advisors
Illinois
$291K
RFP
325
Root Financial Partners
California
$285K