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Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
FRA
376
Front Row Advisors
California
$70.9K
HI
377
Harbour Investments
Wisconsin
$68.1K
ASN
378
Advisory Services Network
Georgia
$67.4K
SPIA
379
Steward Partners Investment Advisory
New York
$65.3K
CNBTD
380
Citizens National Bank Trust Department
Mississippi
$65.2K
OIA
381
Optimum Investment Advisors
Illinois
$62.4K
SA
382
SRH Advisors
Kansas
$56.3K
C
383
Covestor
United Kingdom
$56K
HI
384
Hoey Investments
Pennsylvania
$53.1K
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.8K
IBOK
386
Independence Bank of Kentucky
Kentucky
$50.1K
CFO
387
CVA Family Office
Colorado
$42K
GCM
388
Gables Capital Management
Florida
$41.2K
GWM
389
GSB Wealth Management
Connecticut
$39.8K
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$35.2K
S
391
SignatureFD
Georgia
$33.9K
AIA
392
Armor Investment Advisors
North Carolina
$33.7K
MFC
393
Morris Financial Concepts
South Carolina
$33.1K
CCM
394
Cloud Capital Management
Washington
$32K
CIA
395
Cape Investment Advisory
Georgia
$31.5K
CA
396
Crewe Advisors
Utah
$30.3K
CFB
397
Cullen/Frost Bankers
Texas
$27.4K
BTI
398
Blue Trust Inc
Georgia
$26.4K
WB
399
Webster Bank
Connecticut
$26.1K
ADL
400
Asset Dedication LLC
California
$26K