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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
MFP
401
Meramec Financial Planners
Missouri
$55.2K
HI
402
Harbour Investments
Wisconsin
$52.6K
HI
403
Hoey Investments
Pennsylvania
$51.4K
GWM
404
GSB Wealth Management
Connecticut
$41.1K
CFO
405
CVA Family Office
Colorado
$40.8K
GCM
406
Gables Capital Management
Florida
$39.9K
AA
407
Ancora Advisors
Ohio
$38.7K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$38.6K
AAP
409
Arax Advisory Partners
Colorado
$38.4K
SA
410
SRH Advisors
Kansas
$34.7K
S
411
SignatureFD
Georgia
$33.2K
MFC
412
Morris Financial Concepts
South Carolina
$32.1K
IBOK
413
Independence Bank of Kentucky
Kentucky
$29.6K
CA
414
Crewe Advisors
Utah
$29.3K
FHA
415
Flagship Harbor Advisors
Massachusetts
$26.5K
WB
416
Webster Bank
Connecticut
$25.3K
ADL
417
Asset Dedication LLC
California
$25.2K
GWM
418
Gilpin Wealth Management
Colorado
$25.1K
HI
419
Horizon Investments
North Carolina
$24.8K
AIA
420
Armor Investment Advisors
North Carolina
$24.1K
SWM
421
SHP Wealth Management
Massachusetts
$23.4K
TF
422
Tompkins Financial
New York
$23.1K
ME
423
McIlrath & Eck
Washington
$22.3K
FC
424
Financial Consulate
Maryland
$21.6K
AWM
425
Abound Wealth Management
Tennessee
$20.6K