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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
Skyline Advisors
Washington
$227K
BJL
327
Brighton Jones LLC
Washington
$223K
PPWM
328
Perissos Private Wealth Management
Oklahoma
$221K
LFG
329
Larson Financial Group
Missouri
$219K
BAMG
330
Brand Asset Management Group
Missouri
$218K
MFG
331
MidWestOne Financial Group
Iowa
$217K
CIA
332
Capital Investment Advisors
Georgia
$214K
BHCM
333
Brevan Howard Capital Management
Jersey
$214K
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$212K
TA
335
Tactive Advisors
Florida
$209K
CA
336
Clearstead Advisors
Ohio
$204K
DW
337
Dodds Wealth
Colorado
$202K
PHAM
338
Palisades Hudson Asset Management
Florida
$201K
ACA
339
Aptus Capital Advisors
Alabama
$199K
AIA
340
Armor Investment Advisors
North Carolina
$195K
AF
341
Advisornet Financial
Minnesota
$189K
GIM
342
Glenmede Investment Management
Pennsylvania
$188K
TIM
343
Total Investment Management
Arizona
$186K
Comerica Bank
344
Comerica Bank
Texas
$179K
CIR
345
Clear Investment Research
Georgia
$169K
BFPW
346
BOK Financial Private Wealth
Colorado
$158K
BCWM
347
Bartlett & Co Wealth Management
Ohio
$153K
WT
348
Whittier Trust
California
$151K
EWA
349
EP Wealth Advisors
California
$141K
NP
350
NorthRock Partners
Minnesota
$138K