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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
SA
351
Skyline Advisors
Washington
$224K
BA
352
Bridgewater Advisors
New York
$220K
PAG
353
Paladin Advisory Group
Iowa
$220K
RW
354
REDW Wealth
New Mexico
$219K
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$219K
MWM
356
Meridian Wealth Management
Kentucky
$219K
KWM
357
KRM Wealth Management
Nevada
$219K
GC
358
Garde Capital
Washington
$215K
RSWM
359
Robertson Stephens Wealth Management
California
$214K
MFG
360
MidWestOne Financial Group
Iowa
$214K
GT
361
Glenmede Trust
Pennsylvania
$209K
PHAM
362
Palisades Hudson Asset Management
Florida
$208K
I
363
INVST
Indiana
$208K
MB
364
MidFirst Bank
Oklahoma
$206K
FNBOO
365
First National Bank of Omaha
Nebraska
$205K
IWC
366
Integrated Wealth Concepts
Massachusetts
$205K
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$205K
WMWM
368
Wilkins Miller Wealth Management
Alabama
$203K
AF
369
Advisornet Financial
Minnesota
$203K
SFA
370
Sequoia Financial Advisors
Ohio
$201K
GFA
371
Godfrey Financial Associates
New York
$199K
LFG
372
Larson Financial Group
Missouri
$184K
PWAM
373
Private Wealth Asset Management
Iowa
$179K
ACA
374
Aptus Capital Advisors
Alabama
$152K
AWM
375
AE Wealth Management
Kansas
$146K