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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
401
Investors Research Corp
Georgia
$15.5K
HWP
402
Highline Wealth Partners
California
$15.3K
CA
403
Continuum Advisory
Idaho
$15.2K
WWM
404
Wagner Wealth Management
South Carolina
$14.6K
DJSG
405
D.J. St. Germain
Massachusetts
$14.5K
SIS
406
Strategic Investment Solutions
Illinois
$14.2K
DFA
407
DHJJ Financial Advisors
Illinois
$13.6K
GSWM
408
Golden State Wealth Management
California
$13.4K
SWM
409
Spire Wealth Management
Virginia
$12.3K
CI
410
CX Institutional
Indiana
$12K
CTWM
411
Cherry Tree Wealth Management
Minnesota
$10.8K
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
CCM
413
Coldstream Capital Management
Washington
$10.2K
1IA
414
1620 Investment Advisors
Massachusetts
$9.81K
WIM
415
Westside Investment Management
California
$9.25K
BAM
416
Bellevue Asset Management
Washington
$9.03K
VNA
417
Valley National Advisers
Pennsylvania
$9K
OPTFSNA
418
Old Point Trust & Financial Services N A
Virginia
$8.86K
KFI
419
Key Financial Inc
Pennsylvania
$8.2K
MSG
420
Main Street Group
Virginia
$8.17K
BL
421
BFSG LLC
California
$8.08K
GWM
422
Graybill Wealth Management
Illinois
$7.96K
PFA
423
Pillar Financial Advisors
Kentucky
$7.85K
MA
424
MCF Advisors
Kentucky
$7.66K
IHWM
425
Iron Horse Wealth Management
Iowa
$7.55K