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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
LFA
376
LGT Financial Advisors
Texas
$127K
SWIM
377
Smallwood Wealth Investment Management
New Jersey
$126K
William Blair & Company
378
William Blair & Company
Illinois
$121K
ITIM
379
Indiana Trust & Investment Management
Indiana
$119K
CAL
380
Capital Analysts LLC
Pennsylvania
$108K
MAFA
381
MJT & Associates Financial Advisory
Minnesota
$108K
BFPW
382
BOK Financial Private Wealth
Colorado
$104K
BFP
383
Birchwood Financial Partners
Minnesota
$98.8K
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$95.3K
BCWM
385
Bartlett & Co Wealth Management
Ohio
$93.9K
DT
386
DV Trading
Illinois
$93.4K
HNB
387
Huntington National Bank
Ohio
$84.1K
PTC
388
Private Trust Company
Ohio
$78K
Comerica Bank
389
Comerica Bank
Texas
$75.6K
CTC
390
Central Trust Company
Missouri
$73.6K
GRP
391
Global Retirement Partners
California
$72.3K
SPIA
392
Steward Partners Investment Advisory
New York
$71.3K
FRA
393
Front Row Advisors
California
$68.6K
BCM
394
Blume Capital Management
California
$67.5K
CIAS
395
Capital Investment Advisory Services
North Carolina
$67.3K
CNBTD
396
Citizens National Bank Trust Department
Mississippi
$63.1K
NS
397
NBC Securities
Alabama
$61.3K
NRC
398
New Republic Capital
North Carolina
$60.2K
C
399
Covestor
United Kingdom
$59K
PMFA
400
Plante Moran Financial Advisors
Michigan
$57.8K