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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
PAM
401
Palisade Asset Management
Minnesota
$24.7K
NS
402
NBC Securities
Alabama
$24.1K
TF
403
Tompkins Financial
New York
$23.9K
B
404
Birchbrook
Maine
$22.7K
NWMP
405
Noble Wealth Management PBC
Colorado
$21.2K
AWM
406
Abound Wealth Management
Tennessee
$20.5K
PCFFS
407
Pacific Center for Financial Services
California
$20K
FW
408
Fairway Wealth
Ohio
$19.9K
WANY
409
Wealthspire Advisors (New York)
New York
$19.8K
AUB
410
Atlantic Union Bankshares
Virginia
$19.3K
HR
411
Howe & Rusling
New York
$19.1K
NA
412
NewEdge Advisors
Louisiana
$19K
ME
413
McIlrath & Eck
Washington
$19K
SS
414
Sunbelt Securities
Texas
$16.7K
TCOV
415
Trust Company of Vermont
Vermont
$16.1K
FC
416
Financial Consulate
Maryland
$16K
JHCP
417
Jackson Hole Capital Partners
Oklahoma
$15.8K
IRC
418
Investors Research Corp
Georgia
$15.5K
DFA
419
DHJJ Financial Advisors
Illinois
$13.7K
GSWM
420
Golden State Wealth Management
California
$13.4K
CI
421
CX Institutional
Indiana
$13K
GJIA
422
Glass Jacobson Investment Advisors
Maryland
$12.7K
TC
423
Truvestments Capital
Florida
$12.7K
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
SWA
425
SOA Wealth Advisors
New York
$12K