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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
TF
426
Tompkins Financial
New York
$23.1K
ME
427
McIlrath & Eck
Washington
$22.3K
FC
428
Financial Consulate
Maryland
$21.6K
AWM
429
Abound Wealth Management
Tennessee
$20.6K
PCFFS
430
Pacific Center for Financial Services
California
$20K
OHWP
431
Oak Harbor Wealth Partners
North Carolina
$19.7K
AUB
432
Atlantic Union Bankshares
Virginia
$18.8K
FW
433
Fairway Wealth
Ohio
$18.2K
SAG
434
SageView Advisory Group
California
$17.6K
Franklin Resources
435
Franklin Resources
California
$17.2K
PCG
436
PFC Capital Group
California
$17K
SS
437
Sunbelt Securities
Texas
$16.2K
NWMP
438
Noble Wealth Management PBC
Colorado
$16K
CFB
439
Cullen/Frost Bankers
Texas
$15.6K
GJIA
440
Glass Jacobson Investment Advisors
Maryland
$15.4K
JHCP
441
Jackson Hole Capital Partners
Oklahoma
$15.3K
IRC
442
Investors Research Corp
Georgia
$15K
BBHC
443
Brown Brothers Harriman & Co
New York
$14.8K
BL
444
BFSG LLC
California
$13.5K
RAM
445
Reflection Asset Management
South Carolina
$13.4K
DFA
446
DHJJ Financial Advisors
Illinois
$13.3K
GSWM
447
Golden State Wealth Management
California
$13K
SAM
448
Smartleaf Asset Management
Massachusetts
$12.4K
CI
449
CX Institutional
Indiana
$12K
SWA
450
SOA Wealth Advisors
New York
$11.6K