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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
LAM
326
Lewis Asset Management
California
$228K
SA
327
Skyline Advisors
Washington
$227K
BJL
328
Brighton Jones LLC
Washington
$223K
PPWM
329
Perissos Private Wealth Management
Oklahoma
$221K
LFG
330
Larson Financial Group
Missouri
$219K
BAMG
331
Brand Asset Management Group
Missouri
$218K
MFG
332
MidWestOne Financial Group
Iowa
$217K
CIA
333
Capital Investment Advisors
Georgia
$214K
BHCM
334
Brevan Howard Capital Management
Jersey
$214K
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$212K
TA
336
Tactive Advisors
Florida
$209K
CA
337
Clearstead Advisors
Ohio
$204K
DW
338
Dodds Wealth
Colorado
$202K
PHAM
339
Palisades Hudson Asset Management
Florida
$201K
ACA
340
Aptus Capital Advisors
Alabama
$199K
AIA
341
Armor Investment Advisors
North Carolina
$195K
AF
342
Advisornet Financial
Minnesota
$189K
GIM
343
Glenmede Investment Management
Pennsylvania
$188K
TIM
344
Total Investment Management
Arizona
$186K
Comerica Bank
345
Comerica Bank
Texas
$179K
CIR
346
Clear Investment Research
Georgia
$169K
BFPW
347
BOK Financial Private Wealth
Colorado
$158K
BCWM
348
Bartlett & Co Wealth Management
Ohio
$153K
WT
349
Whittier Trust
California
$151K
EWA
350
EP Wealth Advisors
California
$141K