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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
MWM
351
Meridian Wealth Management
Kentucky
$219K
GC
352
Garde Capital
Washington
$215K
RSWM
353
Robertson Stephens Wealth Management
California
$214K
MFG
354
MidWestOne Financial Group
Iowa
$214K
GT
355
Glenmede Trust
Pennsylvania
$209K
PHAM
356
Palisades Hudson Asset Management
Florida
$208K
I
357
INVST
Indiana
$208K
MB
358
MidFirst Bank
Oklahoma
$206K
FNBOO
359
First National Bank of Omaha
Nebraska
$205K
IWC
360
Integrated Wealth Concepts
Massachusetts
$205K
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$205K
WMWM
362
Wilkins Miller Wealth Management
Alabama
$203K
AF
363
Advisornet Financial
Minnesota
$203K
SFA
364
Sequoia Financial Advisors
Ohio
$201K
GFA
365
Godfrey Financial Associates
New York
$199K
LFG
366
Larson Financial Group
Missouri
$184K
PWAM
367
Private Wealth Asset Management
Iowa
$179K
ACA
368
Aptus Capital Advisors
Alabama
$152K
AWM
369
AE Wealth Management
Kansas
$146K
JFG
370
JDM Financial Group
Texas
$136K
KAS
371
Kestra Advisory Services
Texas
$136K
AIP
372
Ameritas Investment Partners
Nebraska
$128K
LFA
373
LGT Financial Advisors
Texas
$127K
SWIM
374
Smallwood Wealth Investment Management
New Jersey
$126K
William Blair & Company
375
William Blair & Company
Illinois
$121K