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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
351
Garde Capital
Washington
$226K
HWA
352
Heartwood Wealth Advisors
Virginia
$226K
SL
353
SWMG LLC
Texas
$222K
KAS
354
Kestra Advisory Services
Texas
$222K
NB
355
Nicolet Bankshares
Wisconsin
$220K
PHAM
356
Palisades Hudson Asset Management
Florida
$220K
MWM
357
Meridian Wealth Management
Kentucky
$219K
SCP
358
Stevens Capital Partners
Nebraska
$217K
SFA
359
Sequoia Financial Advisors
Ohio
$214K
MB
360
MidFirst Bank
Oklahoma
$212K
FWTB
361
First Western Trust Bank
Colorado
$212K
AF
362
Advisornet Financial
Minnesota
$212K
GFA
363
Godfrey Financial Associates
New York
$210K
Corient Private Wealth
364
Corient Private Wealth
Florida
$207K
WFA
365
Websterrogers Financial Advisors
South Carolina
$207K
IAN
366
Integrated Advisors Network
Texas
$206K
PAG
367
Paladin Advisory Group
Iowa
$205K
SA
368
Sanctuary Advisors
Indiana
$202K
PCIA
369
Prime Capital Investment Advisors
Kansas
$201K
BG
370
Bahl & Gaynor
Ohio
$200K
I
371
INVST
Indiana
$200K
ES
372
ETF Store
Kansas
$200K
PWAM
373
Private Wealth Asset Management
Iowa
$184K
CIR
374
Clear Investment Research
Georgia
$171K
AWM
375
AE Wealth Management
Kansas
$153K