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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
401
Sound Income Strategies
Florida
$16K
TCOV
402
Trust Company of Vermont
Vermont
$15.8K
JHCP
403
Jackson Hole Capital Partners
Oklahoma
$15.5K
CFB
404
Cullen/Frost Bankers
Texas
$15.5K
IRC
405
Investors Research Corp
Georgia
$15.2K
SPIA
406
Steward Partners Investment Advisory
New York
$14K
DFA
407
DHJJ Financial Advisors
Illinois
$13.5K
GSWM
408
Golden State Wealth Management
California
$13.1K
CI
409
CX Institutional
Indiana
$12K
MWA
410
Moser Wealth Advisors
Washington
$12K
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K
SWA
412
SOA Wealth Advisors
New York
$11.8K
SIS
413
Strategic Investment Solutions
Illinois
$11.2K
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$9.82K
HI
415
Hoey Investments
Pennsylvania
$9.73K
1IA
416
1620 Investment Advisors
Massachusetts
$9.65K
SFC
417
SYM Financial Corp
Indiana
$9.21K
WIM
418
Westside Investment Management
California
$9.1K
BAM
419
Bellevue Asset Management
Washington
$8.89K
KFI
420
Key Financial Inc
Pennsylvania
$8.06K
MSG
421
Main Street Group
Virginia
$8.04K
VNA
422
Valley National Advisers
Pennsylvania
$8K
CAL
423
Capital Advisors Ltd
Ohio
$8K
BL
424
BFSG LLC
California
$7.95K
PFA
425
Pillar Financial Advisors
Kentucky
$7.72K