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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Front Row Advisors
California
$71.1K
BCM
402
Blume Capital Management
California
$69.4K
BH
403
Burk Holdings
Oklahoma
$61.3K
CTC
404
Central Trust Company
Missouri
$60.7K
PMFA
405
Plante Moran Financial Advisors
Michigan
$59.4K
MFP
406
Meramec Financial Planners
Missouri
$59.4K
Russell Investments Group
407
Russell Investments Group
United Kingdom
$58.9K
NS
408
NBC Securities
Alabama
$57.2K
HIC
409
Hamrick Investment Counsel
Washington
$55.9K
AAP
410
Arax Advisory Partners
Colorado
$53.5K
C
411
Covestor
United Kingdom
$53K
MG
412
Mather Group
Illinois
$50.1K
CIAS
413
Capital Investment Advisory Services
North Carolina
$44K
CFO
414
CVA Family Office
Colorado
$42.5K
AA
415
Ancora Advisors
Ohio
$41.3K
GCM
416
Gables Capital Management
Florida
$41K
HI
417
Horizon Investments
North Carolina
$40.4K
GWM
418
GSB Wealth Management
Connecticut
$39.1K
ADL
419
Asset Dedication LLC
California
$38K
S
420
SignatureFD
Georgia
$34.6K
MFC
421
Morris Financial Concepts
South Carolina
$33.5K
EI
422
EFG International
$32.2K
HI
423
Hoey Investments
Pennsylvania
$31.6K
IBOK
424
Independence Bank of Kentucky
Kentucky
$30.5K
CA
425
Crewe Advisors
Utah
$30.1K