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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$274K +$52.9K +2,495 +24%
YIH
327
Y-Intercept (HK)
Hong Kong
$270K -$954K -44,970 -78%
C
328
Certuity
Florida
$268K -$355K -16,728 -57%
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$264K
AI
330
Atria Investments
North Carolina
$263K -$314K -14,811 -54%
FA
331
FF Advisors
California
$258K -$8.59K -405 -3%
ACG
332
Allen Capital Group
Nebraska
$256K -$28.5K -1,343 -10%
CA
333
Cambridge Advisors
Nebraska
$256K -$17.7K -834 -6%
AFP
334
Ausdal Financial Partners
Iowa
$255K -$2.8K -132 -1%
CFP
335
Cypress Financial Planning
New Jersey
$252K -$31.3K -1,475 -11%
IAN
336
Integrated Advisors Network
Texas
$246K -$115K -5,444 -32%
JE
337
Jacobs Equity
Utah
$245K +$248K +11,707 New
EFG
338
Embree Financial Group
Illinois
$244K -$15.6K -738 -6%
CPL
339
CAP Partners LLC
Tennessee
$244K +$1.59K +75 +0.6%
OCPWS
340
One Charles Private Wealth Services
Massachusetts
$243K +$246K +11,621 New
SA
341
Sanctuary Advisors
Indiana
$242K -$81.7K -3,853 -25%
DF
342
Downshift Financial
Colorado
$240K +$235K +11,086 New
MAWA
343
Moss Adams Wealth Advisors
Washington
$236K
FFS
344
Founders Financial Securities
Maryland
$234K +$238K +11,222 New
MIAS
345
Mason Investment Advisory Services
Virginia
$233K
LAM
346
Lewis Asset Management
California
$230K +$3.08K +145 +1%
HR
347
Howe & Rusling
New York
$228K +$213K +10,051 +1,133%
IA
348
IFG Advisory
Georgia
$228K +$2.9K +137 +1%
SOADOR
349
State of Alaska Department of Revenue
Alaska
$227K -$320K -15,105 -58%
SL
350
SWMG LLC
Texas
$224K +$9.99K +471 +5%