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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
BCM
376
Blume Capital Management
California
$76.1K
FRA
377
Front Row Advisors
California
$70.9K
HI
378
Harbour Investments
Wisconsin
$68.1K
ASN
379
Advisory Services Network
Georgia
$67.4K
SPIA
380
Steward Partners Investment Advisory
New York
$65.3K
CNBTD
381
Citizens National Bank Trust Department
Mississippi
$65.2K
OIA
382
Optimum Investment Advisors
Illinois
$62.4K
SA
383
SRH Advisors
Kansas
$56.3K
C
384
Covestor
United Kingdom
$56K
HI
385
Hoey Investments
Pennsylvania
$53.1K
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.8K
IBOK
387
Independence Bank of Kentucky
Kentucky
$50.1K
CFO
388
CVA Family Office
Colorado
$42K
GCM
389
Gables Capital Management
Florida
$41.2K
GWM
390
GSB Wealth Management
Connecticut
$39.8K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$35.2K
S
392
SignatureFD
Georgia
$33.9K
AIA
393
Armor Investment Advisors
North Carolina
$33.7K
MFC
394
Morris Financial Concepts
South Carolina
$33.1K
CCM
395
Cloud Capital Management
Washington
$32K
CIA
396
Cape Investment Advisory
Georgia
$31.5K
CA
397
Crewe Advisors
Utah
$30.3K
CFB
398
Cullen/Frost Bankers
Texas
$27.4K
BTI
399
Blue Trust Inc
Georgia
$26.4K
WB
400
Webster Bank
Connecticut
$26.1K