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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
AI
326
Atria Investments
North Carolina
$263K
FA
327
FF Advisors
California
$258K
ACG
328
Allen Capital Group
Nebraska
$256K
CA
329
Cambridge Advisors
Nebraska
$256K
AFP
330
Ausdal Financial Partners
Iowa
$255K
CFP
331
Cypress Financial Planning
New Jersey
$252K
IAN
332
Integrated Advisors Network
Texas
$246K
JE
333
Jacobs Equity
Utah
$245K
EFG
334
Embree Financial Group
Illinois
$244K
CPL
335
CAP Partners LLC
Tennessee
$244K
OCPWS
336
One Charles Private Wealth Services
Massachusetts
$243K
SA
337
Sanctuary Advisors
Indiana
$242K
MAWA
338
Moss Adams Wealth Advisors
Washington
$236K
FFS
339
Founders Financial Securities
Maryland
$234K
MIAS
340
Mason Investment Advisory Services
Virginia
$233K
LAM
341
Lewis Asset Management
California
$230K
HR
342
Howe & Rusling
New York
$228K
IA
343
IFG Advisory
Georgia
$228K
SOADOR
344
State of Alaska Department of Revenue
Alaska
$227K
SL
345
SWMG LLC
Texas
$224K
SA
346
Skyline Advisors
Washington
$224K
BA
347
Bridgewater Advisors
New York
$220K
PAG
348
Paladin Advisory Group
Iowa
$220K
RW
349
REDW Wealth
New Mexico
$219K
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$219K