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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
FF Advisors
California
$284K
PSB
327
Piscataqua Savings Bank
New Hampshire
$283K
AI
328
Atria Investments
North Carolina
$274K
AIM
329
Aurora Investment Managers
Florida
$273K
XT
330
XTX Topco
Cayman Islands
$273K
P
331
&Partners
Tennessee
$272K
CFP
332
Cypress Financial Planning
New Jersey
$268K
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$267K
ACG
334
Allen Capital Group
Nebraska
$266K
JIC
335
Johnson Investment Counsel
Ohio
$264K
CA
336
Cambridge Advisors
Nebraska
$263K
SFG
337
Synergy Financial Group
California
$262K
FNBOO
338
First National Bank of Omaha
Nebraska
$255K
CPL
339
CAP Partners LLC
Tennessee
$252K
OCPWS
340
One Charles Private Wealth Services
Massachusetts
$250K
HI
341
Harbour Investments
Wisconsin
$244K
MAWA
342
Moss Adams Wealth Advisors
Washington
$243K
MIAS
343
Mason Investment Advisory Services
Virginia
$240K
FFS
344
Founders Financial Securities
Maryland
$239K
LAM
345
Lewis Asset Management
California
$234K
EFG
346
Embree Financial Group
Illinois
$234K
Sumitomo Mitsui Trust Group
347
Sumitomo Mitsui Trust Group
Japan
$232K
AFP
348
Ausdal Financial Partners
Iowa
$232K
SA
349
Skyline Advisors
Washington
$231K
KWM
350
KRM Wealth Management
Nevada
$228K