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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
351
MJT & Associates Financial Advisory
Minnesota
$134K
SWIM
352
Smallwood Wealth Investment Management
New Jersey
$132K
ITIM
353
Indiana Trust & Investment Management
Indiana
$131K
BIG
354
Brooklyn Investment Group
New York
$125K
PWAM
355
Private Wealth Asset Management
Iowa
$121K
William Blair & Company
356
William Blair & Company
Illinois
$113K
MYIA
357
Mount Yale Investment Advisors
Colorado
$107K
AAS
358
Ameritas Advisory Services
Nebraska
$94.3K
AWM
359
AE Wealth Management
Kansas
$91.1K
FFWM
360
Future Financial Wealth Management
Ohio
$82.5K
CIAS
361
Capital Investment Advisory Services
North Carolina
$81.7K
FRA
362
Front Row Advisors
California
$75.8K
BCM
363
Blume Capital Management
California
$74.7K
CAL
364
Capital Analysts LLC
Pennsylvania
$74K
GRP
365
Global Retirement Partners
California
$73.1K
JFG
366
JDM Financial Group
Texas
$73K
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$71.5K
HR
368
Howe & Rusling
New York
$68.7K
CNBTD
369
Citizens National Bank Trust Department
Mississippi
$64K
BA
370
Bristlecone Advisors
Washington
$62.9K
AA
371
Ancora Advisors
Ohio
$62.3K
OIA
372
Optimum Investment Advisors
Illinois
$58.3K
HI
373
Harbour Investments
Wisconsin
$55.9K
SA
374
SRH Advisors
Kansas
$55K
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$54.7K