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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$274K
YIH
327
Y-Intercept (HK)
Hong Kong
$270K
C
328
Certuity
Florida
$268K
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$264K
AI
330
Atria Investments
North Carolina
$263K
FA
331
FF Advisors
California
$258K
ACG
332
Allen Capital Group
Nebraska
$256K
CA
333
Cambridge Advisors
Nebraska
$256K
AFP
334
Ausdal Financial Partners
Iowa
$255K
CFP
335
Cypress Financial Planning
New Jersey
$252K
IAN
336
Integrated Advisors Network
Texas
$246K
JE
337
Jacobs Equity
Utah
$245K
EFG
338
Embree Financial Group
Illinois
$244K
CPL
339
CAP Partners LLC
Tennessee
$244K
OCPWS
340
One Charles Private Wealth Services
Massachusetts
$243K
SA
341
Sanctuary Advisors
Indiana
$242K
DF
342
Downshift Financial
Colorado
$240K
MAWA
343
Moss Adams Wealth Advisors
Washington
$236K
FFS
344
Founders Financial Securities
Maryland
$234K
MIAS
345
Mason Investment Advisory Services
Virginia
$233K
LAM
346
Lewis Asset Management
California
$230K
HR
347
Howe & Rusling
New York
$228K
IA
348
IFG Advisory
Georgia
$228K
SOADOR
349
State of Alaska Department of Revenue
Alaska
$227K
SL
350
SWMG LLC
Texas
$224K