SCHH icon

Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
GSB Wealth Management
Connecticut
$41.1K
CFO
402
CVA Family Office
Colorado
$40.8K
GCM
403
Gables Capital Management
Florida
$39.9K
AA
404
Ancora Advisors
Ohio
$38.7K
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$38.6K
AAP
406
Arax Advisory Partners
Colorado
$38.4K
SA
407
SRH Advisors
Kansas
$34.7K
S
408
SignatureFD
Georgia
$33.2K
MFC
409
Morris Financial Concepts
South Carolina
$32.1K
IBOK
410
Independence Bank of Kentucky
Kentucky
$29.6K
CA
411
Crewe Advisors
Utah
$29.3K
FHA
412
Flagship Harbor Advisors
Massachusetts
$26.5K
WB
413
Webster Bank
Connecticut
$25.3K
ADL
414
Asset Dedication LLC
California
$25.2K
GWM
415
Gilpin Wealth Management
Colorado
$25.1K
HI
416
Horizon Investments
North Carolina
$24.8K
AIA
417
Armor Investment Advisors
North Carolina
$24.1K
TF
418
Tompkins Financial
New York
$23.1K
ME
419
McIlrath & Eck
Washington
$22.3K
FC
420
Financial Consulate
Maryland
$21.6K
AWM
421
Abound Wealth Management
Tennessee
$20.6K
PCFFS
422
Pacific Center for Financial Services
California
$20K
OHWP
423
Oak Harbor Wealth Partners
North Carolina
$19.7K
AUB
424
Atlantic Union Bankshares
Virginia
$18.8K
FW
425
Fairway Wealth
Ohio
$18.2K