We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
376
JDM Financial Group
Texas
$136K -$29.7K -1,403 -18%
KAS
377
Kestra Advisory Services
Texas
$136K +$138K +6,516 New
CAL
378
Capital Analysts LLC
Pennsylvania
$131K +$25.9K +1,221 +24%
AIP
379
Ameritas Investment Partners
Nebraska
$128K -$40.7K -1,918 -24%
LFA
380
LGT Financial Advisors
Texas
$127K
SWIM
381
Smallwood Wealth Investment Management
New Jersey
$126K -$4.5K -212 -3%
William Blair & Company
382
William Blair & Company
Illinois
$121K +$13.4K +630 +12%
ITIM
383
Indiana Trust & Investment Management
Indiana
$119K -$11K -520 -8%
MAFA
384
MJT & Associates Financial Advisory
Minnesota
$108K -$5.47K -258 -5%
BFPW
385
BOK Financial Private Wealth
Colorado
$104K
BFP
386
Birchwood Financial Partners
Minnesota
$98.8K +$100K +4,729 New
TBFA
387
Three Bearings Fiduciary Advisors
New Hampshire
$95.7K +$94.8K +4,469 New
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$95.3K +$19.4K +914 +25%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$93.9K -$63.1K -2,977 -40%
DT
390
DV Trading
Illinois
$93.4K +$94.8K +4,470 New
HNB
391
Huntington National Bank
Ohio
$84.1K
PTC
392
Private Trust Company
Ohio
$78K
Comerica Bank
393
Comerica Bank
Texas
$75.6K -$36.9K -1,742 -33%
CTC
394
Central Trust Company
Missouri
$73.6K -$41.6K -1,962 -36%
GRP
395
Global Retirement Partners
California
$72.3K -$1.55K -73 -2%
SPIA
396
Steward Partners Investment Advisory
New York
$71.3K +$8.21K +387 +13%
FRA
397
Front Row Advisors
California
$68.6K +$21 +1 +0%
BCM
398
Blume Capital Management
California
$67.5K -$6.36K -300 -8%
CIAS
399
Capital Investment Advisory Services
North Carolina
$67.3K -$17.2K -813 -20%
CNBTD
400
Citizens National Bank Trust Department
Mississippi
$63.1K