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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
BAM
426
Bellevue Asset Management
Washington
$9.13K
VNA
427
Valley National Advisers
Pennsylvania
$9K
Bessemer Group
428
Bessemer Group
New Jersey
$9K
MA
429
MCF Advisors
Kentucky
$8.91K
KFI
430
Key Financial Inc
Pennsylvania
$8.22K
MSG
431
Main Street Group
Virginia
$8.2K
CAL
432
Capital Advisors Ltd
Ohio
$8K
PFA
433
Pillar Financial Advisors
Kentucky
$7.87K
AFWM
434
Abich Financial Wealth Management
Virginia
$7.76K
RFG
435
REAP Financial Group
Texas
$7.61K
FCAS
436
First Command Advisory Services
Texas
$7.31K
BIA
437
Bell Investment Advisors
California
$7K
ST
438
Smithfield Trust
Pennsylvania
$7K
PP
439
PFS Partners
New Jersey
$6.97K
POIA
440
Pin Oak Investment Advisors
Texas
$6.56K
BC
441
Barrett & Company
Rhode Island
$6.47K
MA
442
Marquette Associates
Illinois
$6.41K
DAM
443
Delta Asset Management
Tennessee
$6.38K
TCM
444
Triumph Capital Management
Colorado
$6.3K
GWSG
445
GPS Wealth Strategies Group
Colorado
$6.02K
MAM
446
MMA Asset Management
Pennsylvania
$5.9K
Bank of Montreal
447
Bank of Montreal
Ontario, Canada
$5.87K
BHWM
448
Beaird Harris Wealth Management
Texas
$5.86K
PWMG
449
Prestige Wealth Management Group
New Jersey
$5.45K
WWM
450
Wolff Wiese Magana
California
$5.39K