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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$264K
AI
327
Atria Investments
North Carolina
$263K
FA
328
FF Advisors
California
$258K
ACG
329
Allen Capital Group
Nebraska
$256K
CA
330
Cambridge Advisors
Nebraska
$256K
AFP
331
Ausdal Financial Partners
Iowa
$255K
CFP
332
Cypress Financial Planning
New Jersey
$252K
IAN
333
Integrated Advisors Network
Texas
$246K
JE
334
Jacobs Equity
Utah
$245K
EFG
335
Embree Financial Group
Illinois
$244K
CPL
336
CAP Partners LLC
Tennessee
$244K
OCPWS
337
One Charles Private Wealth Services
Massachusetts
$243K
SA
338
Sanctuary Advisors
Indiana
$242K
DF
339
Downshift Financial
Colorado
$240K
MAWA
340
Moss Adams Wealth Advisors
Washington
$236K
FFS
341
Founders Financial Securities
Maryland
$234K
MIAS
342
Mason Investment Advisory Services
Virginia
$233K
LAM
343
Lewis Asset Management
California
$230K
HR
344
Howe & Rusling
New York
$228K
IA
345
IFG Advisory
Georgia
$228K
SOADOR
346
State of Alaska Department of Revenue
Alaska
$227K
SL
347
SWMG LLC
Texas
$224K
SA
348
Skyline Advisors
Washington
$224K
BA
349
Bridgewater Advisors
New York
$220K
PAG
350
Paladin Advisory Group
Iowa
$220K