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Schwab US REIT ETF

508 hedge funds and large institutions have $4.23B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.81%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
63
Increased
186
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
401
Cullen/Frost Bankers
Texas
$15.5K +$106 +5 +0.7%
IRC
402
Investors Research Corp
Georgia
$15.2K
SPIA
403
Steward Partners Investment Advisory
New York
$14K -$4.63K -219 -25%
DFA
404
DHJJ Financial Advisors
Illinois
$13.5K +$106 +5 +0.8%
GSWM
405
Golden State Wealth Management
California
$13.1K
CI
406
CX Institutional
Indiana
$12K -$62 -3 -0.5%
MWA
407
Moser Wealth Advisors
Washington
$12K +$12K +566 New
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K +$1.69K +80 +17%
SWA
409
SOA Wealth Advisors
New York
$11.8K +$11.8K +557 New
SIS
410
Strategic Investment Solutions
Illinois
$11.2K -$2.84K -134 -20%
GJIA
411
Glass Jacobson Investment Advisors
Maryland
$9.82K -$21.9K -1,035 -69%
HI
412
Hoey Investments
Pennsylvania
$9.73K +$9.73K +460 New
1IA
413
1620 Investment Advisors
Massachusetts
$9.65K
SFC
414
SYM Financial Corp
Indiana
$9.21K +$9.21K +435 New
WIM
415
Westside Investment Management
California
$9.1K
BAM
416
Bellevue Asset Management
Washington
$8.89K
KFI
417
Key Financial Inc
Pennsylvania
$8.06K
MSG
418
Main Street Group
Virginia
$8.04K
VNA
419
Valley National Advisers
Pennsylvania
$8K -$608 -32 -7%
CAL
420
Capital Advisors Ltd
Ohio
$8K +$8K +357 New
BL
421
BFSG LLC
California
$7.95K
PFA
422
Pillar Financial Advisors
Kentucky
$7.72K
MA
423
MCF Advisors
Kentucky
$7.53K
IHWM
424
Iron Horse Wealth Management
Iowa
$7.43K
ST
425
Smithfield Trust
Pennsylvania
$7K