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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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 call options, than puts

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

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
326
Lewis Asset Management
California
$235K
PAG
327
Poinciana Advisors Group
Florida
$233K
IA
328
IFG Advisory
Georgia
$232K
FLFS
329
Family Legacy Financial Solutions
North Carolina
$232K
SA
330
Skyline Advisors
Washington
$232K
Tudor Investment Corp
331
Tudor Investment Corp
Connecticut
$229K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$229K
BA
333
Bridgewater Advisors
New York
$225K
SFA
334
Sequoia Financial Advisors
Ohio
$224K
PPWM
335
Perissos Private Wealth Management
Oklahoma
$223K
RSWM
336
Robertson Stephens Wealth Management
California
$221K
MFG
337
MidWestOne Financial Group
Iowa
$221K
BJL
338
Brighton Jones LLC
Washington
$219K
CWA
339
Cura Wealth Advisors
Illinois
$218K
B
340
Bensler
Washington
$217K
MGW
341
MB Generational Wealth
Washington
$217K
FWI
342
Facet Wealth Inc
Maryland
$216K
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$213K
SL
344
SWMG LLC
Texas
$212K
SWA
345
Sax Wealth Advisors
New Jersey
$211K
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$208K
Russell Investments Group
347
Russell Investments Group
United Kingdom
$207K
PHAM
348
Palisades Hudson Asset Management
Florida
$206K
DW
349
Dodds Wealth
Colorado
$206K
AF
350
Advisornet Financial
Minnesota
$201K