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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
351
Skyline Advisors
Washington
$224K
BA
352
Bridgewater Advisors
New York
$220K -$10.3K -487 -5%
PAG
353
Paladin Advisory Group
Iowa
$220K +$221K +10,400 +7,273%
RW
354
REDW Wealth
New Mexico
$219K -$40.3K -1,899 -15%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$219K +$217K +10,229 +3,761%
MWM
356
Meridian Wealth Management
Kentucky
$219K -$28.8K -1,359 -11%
KWM
357
KRM Wealth Management
Nevada
$219K +$222K +10,470 New
GC
358
Garde Capital
Washington
$215K -$36.2K -1,707 -14%
RSWM
359
Robertson Stephens Wealth Management
California
$214K
MFG
360
MidWestOne Financial Group
Iowa
$214K
GT
361
Glenmede Trust
Pennsylvania
$209K +$212K +10,017 New
PHAM
362
Palisades Hudson Asset Management
Florida
$208K +$8.35K +394 +4%
I
363
INVST
Indiana
$208K -$32K -1,510 -13%
MB
364
MidFirst Bank
Oklahoma
$206K +$209K +9,877 New
FNBOO
365
First National Bank of Omaha
Nebraska
$205K +$208K +9,824 New
IWC
366
Integrated Wealth Concepts
Massachusetts
$205K -$342K -16,128 -62%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$205K +$2.67K +126 +1%
WMWM
368
Wilkins Miller Wealth Management
Alabama
$203K +$206K +9,721 New
AF
369
Advisornet Financial
Minnesota
$203K +$8.08K +381 +4%
SFA
370
Sequoia Financial Advisors
Ohio
$201K -$15.8K -747 -7%
GFA
371
Godfrey Financial Associates
New York
$199K +$202K +9,539 New
LFG
372
Larson Financial Group
Missouri
$184K -$7.55K -356 -4%
PWAM
373
Private Wealth Asset Management
Iowa
$179K +$87.1K +4,107 +93%
ACA
374
Aptus Capital Advisors
Alabama
$152K -$9.56K -451 -6%
AWM
375
AE Wealth Management
Kansas
$146K +$25.2K +1,188 +21%