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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
426
SageView Advisory Group
California
$17.6K
Franklin Resources
427
Franklin Resources
California
$17.2K
PCG
428
PFC Capital Group
California
$17K
SS
429
Sunbelt Securities
Texas
$16.2K
NWMP
430
Noble Wealth Management PBC
Colorado
$16K
CFB
431
Cullen/Frost Bankers
Texas
$15.6K
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$15.4K
JHCP
433
Jackson Hole Capital Partners
Oklahoma
$15.3K
IRC
434
Investors Research Corp
Georgia
$15K
BBHC
435
Brown Brothers Harriman & Co
New York
$14.8K
BL
436
BFSG LLC
California
$13.5K
DFA
437
DHJJ Financial Advisors
Illinois
$13.3K
GSWM
438
Golden State Wealth Management
California
$13K
SAM
439
Smartleaf Asset Management
Massachusetts
$12.4K
CI
440
CX Institutional
Indiana
$12K
SWA
441
SOA Wealth Advisors
New York
$11.6K
CH
442
CDKV Holdings
Colorado
$11.1K
AWM
443
Activest Wealth Management
Florida
$11.1K
APW
444
Aventura Private Wealth
Florida
$10.9K
EI
445
EFG International
$10.4K
1IA
446
1620 Investment Advisors
Massachusetts
$9.53K
SGK
447
Steigerwald Gordon & Koch
Virginia
$9.32K
Bessemer Group
448
Bessemer Group
New Jersey
$9K
EA
449
Evolution Advisers
Virginia
$9K
OC
450
Optima Capital
Oregon
$8.92K