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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
376
Aptus Capital Advisors
Alabama
$150K
BCWM
377
Bartlett & Co Wealth Management
Ohio
$144K
JFG
378
JDM Financial Group
Texas
$140K
3FI
379
3 Factor Indexing
California
$140K
CAL
380
Capital Analysts LLC
Pennsylvania
$138K
GBT
381
Grove Bank & Trust
Florida
$135K
LFA
382
LGT Financial Advisors
Texas
$131K
SWIM
383
Smallwood Wealth Investment Management
New Jersey
$129K
UB
384
UMB Bank
Missouri
$127K
LFG
385
Larson Financial Group
Missouri
$122K
ITIM
386
Indiana Trust & Investment Management
Indiana
$122K
VNT
387
Vanguard National Trust
Pennsylvania
$111K
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$110K
BFPW
389
BOK Financial Private Wealth
Colorado
$107K
AIP
390
Ameritas Investment Partners
Nebraska
$105K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$103K
BFP
392
Birchwood Financial Partners
Minnesota
$102K
WCM
393
Winthrop Capital Management
Indiana
$99K
William Blair & Company
394
William Blair & Company
Illinois
$98K
TBFA
395
Three Bearings Fiduciary Advisors
New Hampshire
$95.2K
GT
396
Glenmede Trust
Pennsylvania
$90.1K
HNB
397
Huntington National Bank
Ohio
$86.2K
SPIA
398
Steward Partners Investment Advisory
New York
$75.9K
PTC
399
Private Trust Company
Ohio
$74.2K
GSEP
400
Golden State Equity Partners
California
$74.2K