SCHH icon

Schwab US REIT ETF

537 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, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
OC
451
Optima Capital
Oregon
$8.92K
BAM
452
Bellevue Asset Management
Washington
$8.89K
CT
453
Caldwell Trust
Florida
$8.86K
LWM
454
Lodestone Wealth Management
Washington
$8.56K
BWL
455
Bogart Wealth LLC
Virginia
$8.23K
T
456
Tidemark
California
$8.2K
SIS
457
Sound Income Strategies
Florida
$8.08K
KFI
458
Key Financial Inc
Pennsylvania
$8.04K
VNA
459
Valley National Advisers
Pennsylvania
$8K
PFA
460
Pillar Financial Advisors
Kentucky
$7.63K
RFG
461
REAP Financial Group
Texas
$7.45K
MA
462
MCF Advisors
Kentucky
$7.44K
ST
463
Smithfield Trust
Pennsylvania
$7K
POIA
464
Pin Oak Investment Advisors
Texas
$7K
CAL
465
Capital Advisors Ltd
Ohio
$7K
BIA
466
Bell Investment Advisors
California
$6.86K
PP
467
PFS Partners
New Jersey
$6.75K
BC
468
Barrett & Company
Rhode Island
$6.27K
DAM
469
Delta Asset Management
Tennessee
$6.18K
TCM
470
Triumph Capital Management
Colorado
$6.1K
PFM
471
Phillips Financial Management
Indiana
$5.97K
RDFA
472
Ritter Daniher Financial Advisory
Ohio
$5.78K
PWMG
473
Prestige Wealth Management Group
New Jersey
$5.34K
WWM
474
Wolff Wiese Magana
California
$5.22K
AT
475
Arlington Trust
Alabama
$5.05K