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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
JFG
376
JDM Financial Group
Texas
$136K
KAS
377
Kestra Advisory Services
Texas
$136K
CAL
378
Capital Analysts LLC
Pennsylvania
$131K
AIP
379
Ameritas Investment Partners
Nebraska
$128K
LFA
380
LGT Financial Advisors
Texas
$127K
SWIM
381
Smallwood Wealth Investment Management
New Jersey
$126K
William Blair & Company
382
William Blair & Company
Illinois
$121K
ITIM
383
Indiana Trust & Investment Management
Indiana
$119K
MAFA
384
MJT & Associates Financial Advisory
Minnesota
$108K
BFPW
385
BOK Financial Private Wealth
Colorado
$104K
BFP
386
Birchwood Financial Partners
Minnesota
$98.8K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$95.3K
BCWM
388
Bartlett & Co Wealth Management
Ohio
$93.9K
DT
389
DV Trading
Illinois
$93.4K
HNB
390
Huntington National Bank
Ohio
$84.1K
PTC
391
Private Trust Company
Ohio
$78K
Comerica Bank
392
Comerica Bank
Texas
$75.6K
CTC
393
Central Trust Company
Missouri
$73.6K
GRP
394
Global Retirement Partners
California
$72.3K
SPIA
395
Steward Partners Investment Advisory
New York
$71.3K
FRA
396
Front Row Advisors
California
$68.6K
BCM
397
Blume Capital Management
California
$67.5K
CIAS
398
Capital Investment Advisory Services
North Carolina
$67.3K
CNBTD
399
Citizens National Bank Trust Department
Mississippi
$63.1K
NS
400
NBC Securities
Alabama
$61.3K