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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$52.5K
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.9K
C
378
Covestor
United Kingdom
$50K
IBOK
379
Independence Bank of Kentucky
Kentucky
$49.1K
PTC
380
Private Trust Company
Ohio
$48.6K
CFO
381
CVA Family Office
Colorado
$41.2K
AWM
382
Abound Wealth Management
Tennessee
$41.1K
GCM
383
Gables Capital Management
Florida
$40.4K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$38.2K
MFC
385
Morris Financial Concepts
South Carolina
$32.5K
S
386
SignatureFD
Georgia
$31.2K
AAP
387
Arax Advisory Partners
Colorado
$30.1K
CA
388
Crewe Advisors
Utah
$29.7K
NA
389
NewEdge Advisors
Louisiana
$28.4K
WTFG
390
Wood Tarver Financial Group
Idaho
$27K
WB
391
Webster Bank
Connecticut
$25.6K
ADL
392
Asset Dedication LLC
California
$25.5K
TF
393
Tompkins Financial
New York
$23.4K
NS
394
NBC Securities
Alabama
$23K
B
395
Birchbrook
Maine
$22.1K
EWM
396
Evermay Wealth Management
Virginia
$21.5K
AUB
397
Atlantic Union Bankshares
Virginia
$19.9K
ME
398
McIlrath & Eck
Washington
$18.5K
FW
399
Fairway Wealth
Ohio
$18.4K
ETC
400
Exchange Traded Concepts
Oklahoma
$17.2K