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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
Optimum Investment Advisors
Illinois
$62.4K
SA
377
SRH Advisors
Kansas
$56.3K
C
378
Covestor
United Kingdom
$56K
HI
379
Hoey Investments
Pennsylvania
$53.1K
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.8K
IBOK
381
Independence Bank of Kentucky
Kentucky
$50.1K
CFO
382
CVA Family Office
Colorado
$42K
GCM
383
Gables Capital Management
Florida
$41.2K
GWM
384
GSB Wealth Management
Connecticut
$39.8K
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$35.2K
S
386
SignatureFD
Georgia
$33.9K
AIA
387
Armor Investment Advisors
North Carolina
$33.7K
MFC
388
Morris Financial Concepts
South Carolina
$33.1K
CCM
389
Cloud Capital Management
Washington
$32K
CA
390
Crewe Advisors
Utah
$30.3K
CFB
391
Cullen/Frost Bankers
Texas
$27.4K
BTI
392
Blue Trust Inc
Georgia
$26.4K
WB
393
Webster Bank
Connecticut
$26.1K
ADL
394
Asset Dedication LLC
California
$26K
PAM
395
Palisade Asset Management
Minnesota
$24.7K
NS
396
NBC Securities
Alabama
$24.1K
TF
397
Tompkins Financial
New York
$23.9K
B
398
Birchbrook
Maine
$22.7K
AWM
399
Abound Wealth Management
Tennessee
$20.5K
PCFFS
400
Pacific Center for Financial Services
California
$20K