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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
ADL
401
Asset Dedication LLC
California
$26K
PAM
402
Palisade Asset Management
Minnesota
$24.7K
NS
403
NBC Securities
Alabama
$24.1K
TF
404
Tompkins Financial
New York
$23.9K
B
405
Birchbrook
Maine
$22.7K
NWMP
406
Noble Wealth Management PBC
Colorado
$21.2K
AWM
407
Abound Wealth Management
Tennessee
$20.5K
PCFFS
408
Pacific Center for Financial Services
California
$20K
FW
409
Fairway Wealth
Ohio
$19.9K
WANY
410
Wealthspire Advisors (New York)
New York
$19.8K
AUB
411
Atlantic Union Bankshares
Virginia
$19.3K
HR
412
Howe & Rusling
New York
$19.1K
NA
413
NewEdge Advisors
Louisiana
$19K
ME
414
McIlrath & Eck
Washington
$19K
SS
415
Sunbelt Securities
Texas
$16.7K
TCOV
416
Trust Company of Vermont
Vermont
$16.1K
FC
417
Financial Consulate
Maryland
$16K
JHCP
418
Jackson Hole Capital Partners
Oklahoma
$15.8K
IRC
419
Investors Research Corp
Georgia
$15.5K
DFA
420
DHJJ Financial Advisors
Illinois
$13.7K
GSWM
421
Golden State Wealth Management
California
$13.4K
CI
422
CX Institutional
Indiana
$13K
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$12.7K
TC
424
Truvestments Capital
Florida
$12.7K
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K