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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
326
Brighton Jones LLC
Washington
$218K
IA
327
IFG Advisory
Georgia
$215K
IAN
328
Integrated Advisors Network
Texas
$215K
FVWA
329
Foster Victor Wealth Advisors
South Carolina
$213K
UCFA
330
United Capital Financial Advisors
Texas
$212K
AF
331
Advisornet Financial
Minnesota
$211K
SFS
332
Strategic Financial Services
New York
$211K
TWM
333
Tanglewood Wealth Management
Texas
$206K
SC
334
Savant Capital
Illinois
$205K
DW
335
Dodds Wealth
Colorado
$205K
ACA
336
Aptus Capital Advisors
Alabama
$203K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$196K
KAS
338
Kestra Advisory Services
Texas
$191K
CIR
339
Clear Investment Research
Georgia
$175K
LFG
340
Larson Financial Group
Missouri
$167K
BFPW
341
BOK Financial Private Wealth
Colorado
$161K
WT
342
Whittier Trust
California
$154K
SWIM
343
Smallwood Wealth Investment Management
New Jersey
$138K
MAFA
344
MJT & Associates Financial Advisory
Minnesota
$138K
ITIM
345
Indiana Trust & Investment Management
Indiana
$133K
NP
346
NorthRock Partners
Minnesota
$128K
PWAM
347
Private Wealth Asset Management
Iowa
$117K
AWM
348
AE Wealth Management
Kansas
$114K
AssetMark Inc
349
AssetMark Inc
California
$114K
CTC
350
Central Trust Company
Missouri
$112K