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Schwab US REIT ETF

563 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAP
426
Strategic Advisory Partners
North Carolina
$28.8K
BCMIO
427
Beacon Capital Management Inc (Ohio)
Ohio
$27.8K
WB
428
Webster Bank
Connecticut
$26K
GWM
429
Gilpin Wealth Management
Colorado
$25.8K
AIA
430
Armor Investment Advisors
North Carolina
$24.8K
SWM
431
SHP Wealth Management
Massachusetts
$24K
TF
432
Tompkins Financial
New York
$23.8K
OHWP
433
Oak Harbor Wealth Partners
North Carolina
$23.3K
AWM
434
Abound Wealth Management
Tennessee
$22.3K
MAFA
435
MJT & Associates Financial Advisory
Minnesota
$21.9K
PCFFS
436
Pacific Center for Financial Services
California
$20K
AUB
437
Atlantic Union Bankshares
Virginia
$19.3K
FW
438
Fairway Wealth
Ohio
$18.7K
Franklin Resources
439
Franklin Resources
California
$17.7K
SS
440
Sunbelt Securities
Texas
$17.1K
CFB
441
Cullen/Frost Bankers
Texas
$16.1K
HR
442
Howe & Rusling
New York
$16.1K
Citigroup
443
Citigroup
New York
$15.9K
FC
444
Financial Consulate
Maryland
$15.9K
GJIA
445
Glass Jacobson Investment Advisors
Maryland
$15.8K
JHCP
446
Jackson Hole Capital Partners
Oklahoma
$15.8K
BBHC
447
Brown Brothers Harriman & Co
New York
$15.2K
BL
448
BFSG LLC
California
$13.9K
DFA
449
DHJJ Financial Advisors
Illinois
$13.7K
GSWM
450
Golden State Wealth Management
California
$13.1K