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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
NRC
401
New Republic Capital
North Carolina
$60.2K
C
402
Covestor
United Kingdom
$59K
PMFA
403
Plante Moran Financial Advisors
Michigan
$57.8K
MFP
404
Meramec Financial Planners
Missouri
$55.2K
HI
405
Harbour Investments
Wisconsin
$52.6K
HI
406
Hoey Investments
Pennsylvania
$51.4K
GWM
407
GSB Wealth Management
Connecticut
$41.1K
CFO
408
CVA Family Office
Colorado
$40.8K
GCM
409
Gables Capital Management
Florida
$39.9K
AA
410
Ancora Advisors
Ohio
$38.7K
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$38.6K
AAP
412
Arax Advisory Partners
Colorado
$38.4K
BW
413
Bravera Wealth
North Dakota
$36.7K
SA
414
SRH Advisors
Kansas
$34.7K
S
415
SignatureFD
Georgia
$33.2K
MFC
416
Morris Financial Concepts
South Carolina
$32.1K
IBOK
417
Independence Bank of Kentucky
Kentucky
$29.6K
CA
418
Crewe Advisors
Utah
$29.3K
FHA
419
Flagship Harbor Advisors
Massachusetts
$26.5K
WB
420
Webster Bank
Connecticut
$25.3K
ADL
421
Asset Dedication LLC
California
$25.2K
GWM
422
Gilpin Wealth Management
Colorado
$25.1K
HI
423
Horizon Investments
North Carolina
$24.8K
AIA
424
Armor Investment Advisors
North Carolina
$24.1K
SWM
425
SHP Wealth Management
Massachusetts
$23.4K