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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
351
Aptus Capital Advisors
Alabama
$167K
BCWM
352
Bartlett & Co Wealth Management
Ohio
$161K
SWIM
353
Smallwood Wealth Investment Management
New Jersey
$134K
ITIM
354
Indiana Trust & Investment Management
Indiana
$134K
LFA
355
LGT Financial Advisors
Texas
$131K
AWM
356
AE Wealth Management
Kansas
$125K
CTC
357
Central Trust Company
Missouri
$118K
MAFA
358
MJT & Associates Financial Advisory
Minnesota
$117K
Comerica Bank
359
Comerica Bank
Texas
$116K
William Blair & Company
360
William Blair & Company
Illinois
$112K
CAL
361
Capital Analysts LLC
Pennsylvania
$108K
BFPW
362
BOK Financial Private Wealth
Colorado
$107K
AA
363
Ancora Advisors
Ohio
$107K
PWAM
364
Private Wealth Asset Management
Iowa
$95.8K
CIAS
365
Capital Investment Advisory Services
North Carolina
$87K
FFWM
366
Future Financial Wealth Management
Ohio
$84.1K
PTC
367
Private Trust Company
Ohio
$80.5K
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$78.7K
GRP
369
Global Retirement Partners
California
$76.2K
BCM
370
Blume Capital Management
California
$76.1K
FRA
371
Front Row Advisors
California
$70.9K
HI
372
Harbour Investments
Wisconsin
$68.1K
ASN
373
Advisory Services Network
Georgia
$67.4K
SPIA
374
Steward Partners Investment Advisory
New York
$65.3K
CNBTD
375
Citizens National Bank Trust Department
Mississippi
$65.2K