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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
RW
351
REDW Wealth
New Mexico
$219K
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$219K
MWM
353
Meridian Wealth Management
Kentucky
$219K
KWMLLC
354
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$219K
GC
355
Garde Capital
Washington
$215K
RSWM
356
Robertson Stephens Wealth Management
California
$214K
MFG
357
MidWestOne Financial Group
Iowa
$214K
GT
358
Glenmede Trust
Pennsylvania
$209K
PHAM
359
Palisades Hudson Asset Management
Florida
$208K
I
360
INVST
Indiana
$208K
MB
361
MidFirst Bank
Oklahoma
$206K
FNBOO
362
First National Bank of Omaha
Nebraska
$205K
IWC
363
Integrated Wealth Concepts
Massachusetts
$205K
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$205K
WMWM
365
Wilkins Miller Wealth Management
Alabama
$203K
AF
366
Advisornet Financial
Minnesota
$203K
SFA
367
Sequoia Financial Advisors
Ohio
$201K
GFA
368
Godfrey Financial Associates
New York
$199K
LFG
369
Larson Financial Group
Missouri
$184K
PWAM
370
Private Wealth Asset Management
Iowa
$179K
ACA
371
Aptus Capital Advisors
Alabama
$152K
AWM
372
AE Wealth Management
Kansas
$146K
JFG
373
JDM Financial Group
Texas
$136K
KAS
374
Kestra Advisory Services
Texas
$136K
AIP
375
Ameritas Investment Partners
Nebraska
$128K