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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
FW
401
Fairway Wealth
Ohio
$19.9K
WANY
402
Wealthspire Advisors (New York)
New York
$19.8K
AUB
403
Atlantic Union Bankshares
Virginia
$19.3K
HR
404
Howe & Rusling
New York
$19.1K
NA
405
NewEdge Advisors
Louisiana
$19K
ME
406
McIlrath & Eck
Washington
$19K
SS
407
Sunbelt Securities
Texas
$16.7K
TCOV
408
Trust Company of Vermont
Vermont
$16.1K
FC
409
Financial Consulate
Maryland
$16K
JHCP
410
Jackson Hole Capital Partners
Oklahoma
$15.8K
IRC
411
Investors Research Corp
Georgia
$15.5K
DFA
412
DHJJ Financial Advisors
Illinois
$13.7K
GSWM
413
Golden State Wealth Management
California
$13.4K
CI
414
CX Institutional
Indiana
$13K
GJIA
415
Glass Jacobson Investment Advisors
Maryland
$12.7K
TC
416
Truvestments Capital
Florida
$12.7K
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
SWA
418
SOA Wealth Advisors
New York
$12K
CAM
419
Chesapeake Asset Management
New York
$11.5K
SGK
420
Steigerwald Gordon & Koch
Virginia
$10.8K
1IA
421
1620 Investment Advisors
Massachusetts
$9.84K
SIS
422
Sound Income Strategies
Florida
$9.5K
BL
423
BFSG LLC
California
$9.44K
WIM
424
Westside Investment Management
California
$9.28K
CT
425
Caldwell Trust
Florida
$9.15K