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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
SWA
426
SOA Wealth Advisors
New York
$12K
CAM
427
Chesapeake Asset Management
New York
$11.5K
SIS
428
Strategic Investment Solutions
Illinois
$11.4K
APW
429
Aventura Private Wealth
Florida
$11.3K
SGK
430
Steigerwald Gordon & Koch
Virginia
$10.8K
1IA
431
1620 Investment Advisors
Massachusetts
$9.84K
SIS
432
Sound Income Strategies
Florida
$9.5K
BL
433
BFSG LLC
California
$9.44K
WIM
434
Westside Investment Management
California
$9.28K
CT
435
Caldwell Trust
Florida
$9.15K
BAM
436
Bellevue Asset Management
Washington
$9.13K
VNA
437
Valley National Advisers
Pennsylvania
$9K
Bessemer Group
438
Bessemer Group
New Jersey
$9K
MA
439
MCF Advisors
Kentucky
$8.91K
KFI
440
Key Financial Inc
Pennsylvania
$8.22K
MSG
441
Main Street Group
Virginia
$8.2K
CAL
442
Capital Advisors Ltd
Ohio
$8K
PFA
443
Pillar Financial Advisors
Kentucky
$7.87K
AFWM
444
Abich Financial Wealth Management
Virginia
$7.76K
RFG
445
REAP Financial Group
Texas
$7.61K
FCAS
446
First Command Advisory Services
Texas
$7.31K
BIA
447
Bell Investment Advisors
California
$7K
ST
448
Smithfield Trust
Pennsylvania
$7K
PP
449
PFS Partners
New Jersey
$6.97K
POIA
450
Pin Oak Investment Advisors
Texas
$6.56K