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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
PCFFS
426
Pacific Center for Financial Services
California
$20K
OHWP
427
Oak Harbor Wealth Partners
North Carolina
$19.7K
AUB
428
Atlantic Union Bankshares
Virginia
$18.8K
FW
429
Fairway Wealth
Ohio
$18.2K
SAG
430
SageView Advisory Group
California
$17.6K
Franklin Resources
431
Franklin Resources
California
$17.2K
PCG
432
PFC Capital Group
California
$17K
SS
433
Sunbelt Securities
Texas
$16.2K
NWMP
434
Noble Wealth Management PBC
Colorado
$16K
CFB
435
Cullen/Frost Bankers
Texas
$15.6K
GJIA
436
Glass Jacobson Investment Advisors
Maryland
$15.4K
JHCP
437
Jackson Hole Capital Partners
Oklahoma
$15.3K
IRC
438
Investors Research Corp
Georgia
$15K
BBHC
439
Brown Brothers Harriman & Co
New York
$14.8K
BL
440
BFSG LLC
California
$13.5K
RAM
441
Reflection Asset Management
South Carolina
$13.4K
DFA
442
DHJJ Financial Advisors
Illinois
$13.3K
GSWM
443
Golden State Wealth Management
California
$13K
SAM
444
Smartleaf Asset Management
Massachusetts
$12.4K
CI
445
CX Institutional
Indiana
$12K
SWA
446
SOA Wealth Advisors
New York
$11.6K
SIS
447
Strategic Investment Solutions
Illinois
$11.1K
CH
448
CDKV Holdings
Colorado
$11.1K
AWM
449
Activest Wealth Management
Florida
$11.1K
APW
450
Aventura Private Wealth
Florida
$10.9K