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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
426
MCF Advisors
Kentucky
$7.53K
IHWM
427
Iron Horse Wealth Management
Iowa
$7.43K
ST
428
Smithfield Trust
Pennsylvania
$7K
BIA
429
Bell Investment Advisors
California
$6.82K
GM
430
GeoWealth Management
Illinois
$6.82K
BC
431
Barrett & Company
Rhode Island
$6.35K
DAM
432
Delta Asset Management
Tennessee
$6.26K
MA
433
Marquette Associates
Illinois
$6.24K
POIA
434
Pin Oak Investment Advisors
Texas
$6K
GWSG
435
GPS Wealth Strategies Group
Colorado
$5.9K
Bank of Montreal
436
Bank of Montreal
Ontario, Canada
$5.75K
FMP
437
Financial Management Professionals
Texas
$5.5K
WWM
438
Wolff Wiese Magana
California
$5.44K
PWMG
439
Prestige Wealth Management Group
New Jersey
$5.31K
AT
440
Arlington Trust
Alabama
$5.12K
PC
441
Promus Capital
Illinois
$5.08K
TFGT
442
TS Financial Group (TSFG)
Illinois
$5K
SWP
443
Strategic Wealth Partners
Ohio
$4.97K
CTWM
444
Cherry Tree Wealth Management
Minnesota
$4.87K
EB
445
Eastern Bank
Massachusetts
$4.85K
PK
446
Pflug Koory
Nebraska
$4.74K
HCM
447
Horrell Capital Management
Arkansas
$4.66K
T
448
Tidemark
California
$4.28K
SS
449
Sunbelt Securities
Texas
$4.25K
JGIA
450
Jackson Grant Investment Advisers
Connecticut
$4.03K