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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$95.3K
SIS
352
Sound Income Strategies
Florida
$94.8K
FRA
353
Front Row Advisors
California
$89.9K
FFWM
354
Future Financial Wealth Management
Ohio
$83.9K
CIAS
355
Capital Investment Advisory Services
North Carolina
$83K
CAL
356
Capital Analysts LLC
Pennsylvania
$79K
BCM
357
Blume Capital Management
California
$78.1K
AA
358
Ancora Advisors
Ohio
$74.3K
JFG
359
JDM Financial Group
Texas
$74.2K
WSFS
360
Wilmington Savings Fund Society
Delaware
$68.7K
CNBTD
361
Citizens National Bank Trust Department
Mississippi
$65K
BA
362
Bristlecone Advisors
Washington
$63.5K
GT
363
Glenmede Trust
Pennsylvania
$62.6K
OIA
364
Optimum Investment Advisors
Illinois
$57.1K
SA
365
SRH Advisors
Kansas
$55.7K
IBOK
366
Independence Bank of Kentucky
Kentucky
$49.9K
PTC
367
Private Trust Company
Ohio
$49.5K
HI
368
Harbour Investments
Wisconsin
$44.7K
GWM
369
GSB Wealth Management
Connecticut
$42.3K
CFO
370
CVA Family Office
Colorado
$41.8K
GCM
371
Gables Capital Management
Florida
$41K
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$40.6K
AC
373
AlphaCore Capital
California
$39.2K
MIA
374
MeadowBrook Investment Advisors
Michigan
$38.7K
HR
375
Howe & Rusling
New York
$34.3K