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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SHP Wealth Management
Massachusetts
$23.4K +$23.7K +1,118 New
TF
427
Tompkins Financial
New York
$23.1K
ME
428
McIlrath & Eck
Washington
$22.3K +$4.05K +191 +22%
FC
429
Financial Consulate
Maryland
$21.6K +$6.21K +293 +39%
AWM
430
Abound Wealth Management
Tennessee
$20.6K +$679 +32 +3%
PCFFS
431
Pacific Center for Financial Services
California
$20K
OHWP
432
Oak Harbor Wealth Partners
North Carolina
$19.7K +$19.1K +899 +2,091%
AUB
433
Atlantic Union Bankshares
Virginia
$18.8K +$64 +3 +0.3%
FW
434
Fairway Wealth
Ohio
$18.2K -$1.1K -52 -6%
SAG
435
SageView Advisory Group
California
$17.6K +$17.9K +842 New
Franklin Resources
436
Franklin Resources
California
$17.2K +$17.5K +824 New
PCG
437
PFC Capital Group
California
$17K +$18.2K +856 New
SS
438
Sunbelt Securities
Texas
$16.2K
NWMP
439
Noble Wealth Management PBC
Colorado
$16K -$4.6K -217 -22%
CFB
440
Cullen/Frost Bankers
Texas
$15.6K -$11.1K -525 -41%
GJIA
441
Glass Jacobson Investment Advisors
Maryland
$15.4K +$3.05K +144 +24%
JHCP
442
Jackson Hole Capital Partners
Oklahoma
$15.3K
IRC
443
Investors Research Corp
Georgia
$15K
BBHC
444
Brown Brothers Harriman & Co
New York
$14.8K +$15K +708 New
BL
445
BFSG LLC
California
$13.5K +$4.45K +210 +48%
RAM
446
Reflection Asset Management
South Carolina
$13.4K +$13.7K +644 New
DFA
447
DHJJ Financial Advisors
Illinois
$13.3K
GSWM
448
Golden State Wealth Management
California
$13K
SAM
449
Smartleaf Asset Management
Massachusetts
$12.4K +$11.8K +556 +1,589%
CI
450
CX Institutional
Indiana
$12K +$127 +6 +1%