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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
401
NBC Securities
Alabama
$61.3K +$38.6K +1,820 +163%
NRC
402
New Republic Capital
North Carolina
$60.2K +$61.1K +2,880 New
C
403
Covestor
United Kingdom
$59K +$5.58K +263 +10%
PMFA
404
Plante Moran Financial Advisors
Michigan
$57.8K +$58.6K +2,765 New
MFP
405
Meramec Financial Planners
Missouri
$55.2K +$53.2K +2,511 New
HI
406
Harbour Investments
Wisconsin
$52.6K -$13.6K -641 -20%
HI
407
Hoey Investments
Pennsylvania
$51.4K
GWM
408
GSB Wealth Management
Connecticut
$41.1K +$2.59K +122 +7%
CFO
409
CVA Family Office
Colorado
$40.8K +$64 +3 +0.2%
GCM
410
Gables Capital Management
Florida
$39.9K
AA
411
Ancora Advisors
Ohio
$38.7K -$65.8K -3,102 -63%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$38.6K +$4.56K +215 +13%
AAP
413
Arax Advisory Partners
Colorado
$38.4K +$39K +1,840 New
BW
414
Bravera Wealth
North Dakota
$36.7K +$37.2K +1,755 New
SA
415
SRH Advisors
Kansas
$34.7K -$20.2K -953 -36%
S
416
SignatureFD
Georgia
$33.2K +$339 +16 +1%
MFC
417
Morris Financial Concepts
South Carolina
$32.1K
IBOK
418
Independence Bank of Kentucky
Kentucky
$29.6K -$19.1K -902 -39%
CA
419
Crewe Advisors
Utah
$29.3K
FHA
420
Flagship Harbor Advisors
Massachusetts
$26.5K +$26.8K +1,266 New
WB
421
Webster Bank
Connecticut
$25.3K
ADL
422
Asset Dedication LLC
California
$25.2K
GWM
423
Gilpin Wealth Management
Colorado
$25.1K +$25.4K +1,200 New
HI
424
Horizon Investments
North Carolina
$24.8K +$25.2K +1,189 New
AIA
425
Armor Investment Advisors
North Carolina
$24.1K -$8.69K -410 -26%