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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
ITIM
376
Indiana Trust & Investment Management
Indiana
$119K
CAL
377
Capital Analysts LLC
Pennsylvania
$108K
MAFA
378
MJT & Associates Financial Advisory
Minnesota
$108K
BFPW
379
BOK Financial Private Wealth
Colorado
$104K
BFP
380
Birchwood Financial Partners
Minnesota
$98.8K
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$95.3K
BCWM
382
Bartlett & Co Wealth Management
Ohio
$93.9K
DT
383
DV Trading
Illinois
$93.4K
HNB
384
Huntington National Bank
Ohio
$84.1K
PTC
385
Private Trust Company
Ohio
$78K
Comerica Bank
386
Comerica Bank
Texas
$75.6K
CTC
387
Central Trust Company
Missouri
$73.6K
GRP
388
Global Retirement Partners
California
$72.3K
SPIA
389
Steward Partners Investment Advisory
New York
$71.3K
FRA
390
Front Row Advisors
California
$68.6K
BCM
391
Blume Capital Management
California
$67.5K
CIAS
392
Capital Investment Advisory Services
North Carolina
$67.3K
CNBTD
393
Citizens National Bank Trust Department
Mississippi
$63.1K
NS
394
NBC Securities
Alabama
$61.3K
NRC
395
New Republic Capital
North Carolina
$60.2K
C
396
Covestor
United Kingdom
$59K
PMFA
397
Plante Moran Financial Advisors
Michigan
$57.8K
MFP
398
Meramec Financial Planners
Missouri
$55.2K
HI
399
Harbour Investments
Wisconsin
$52.6K
HI
400
Hoey Investments
Pennsylvania
$51.4K