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Schwab US REIT ETF

508 hedge funds and large institutions have $4.23B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
6.81%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
63
Increased
186
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
426
Bell Investment Advisors
California
$6.82K +$42 +2 +0.6%
GM
427
GeoWealth Management
Illinois
$6.82K +$42 +2 +0.6%
BC
428
Barrett & Company
Rhode Island
$6.35K
DAM
429
Delta Asset Management
Tennessee
$6.26K
MA
430
Marquette Associates
Illinois
$6.24K +$42 +2 +0.7%
POIA
431
Pin Oak Investment Advisors
Texas
$6K +$6K +312 New
GWSG
432
GPS Wealth Strategies Group
Colorado
$5.9K
Bank of Montreal
433
Bank of Montreal
Ontario, Canada
$5.76K +$3.6K +170 +167%
FMP
434
Financial Management Professionals
Texas
$5.5K
WWM
435
Wolff Wiese Magana
California
$5.44K +$148 +7 +3%
PWMG
436
Prestige Wealth Management Group
New Jersey
$5.31K +$42 +2 +0.8%
AT
437
Arlington Trust
Alabama
$5.12K
PC
438
Promus Capital
Illinois
$5.08K -$1.82K -86 -26%
TFGT
439
TS Financial Group (TSFG)
Illinois
$5K
SWP
440
Strategic Wealth Partners
Ohio
$4.97K +$4.97K +235 New
CTWM
441
Cherry Tree Wealth Management
Minnesota
$4.87K -$5.76K -272 -54%
EB
442
Eastern Bank
Massachusetts
$4.85K -$21.2K -1,000 -81%
PK
443
Pflug Koory
Nebraska
$4.74K
HCM
444
Horrell Capital Management
Arkansas
$4.66K
T
445
Tidemark
California
$4.28K +$21 +1 +0.5%
SS
446
Sunbelt Securities
Texas
$4.25K -$13.8K -658 -77%
JGIA
447
Jackson Grant Investment Advisers
Connecticut
$4.03K +$21 +1 +0.5%
BLC
448
Brown, Lisle/Cummings
Rhode Island
$3.92K
HPIA
449
Hamilton Point Investment Advisors
North Carolina
$3.89K
S
450
Sachetta
Massachusetts
$3.3K