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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
451
Arlington Trust
Alabama
$5.22K
PC
452
Promus Capital
Illinois
$5.18K
SWP
453
Strategic Wealth Partners
Ohio
$5.07K
TFGT
454
TS Financial Group (TSFG)
Illinois
$5K
CTWM
455
Cherry Tree Wealth Management
Minnesota
$4.96K
EB
456
Eastern Bank
Massachusetts
$4.94K
PK
457
Pflug Koory
Nebraska
$4.83K
HCM
458
Horrell Capital Management
Arkansas
$4.75K
KFPC
459
KERR FINANCIAL PLANNING Corp
California
$4.48K
T
460
Tidemark
California
$4.39K
JGIA
461
Jackson Grant Investment Advisers
Connecticut
$4.14K
BWL
462
Bogart Wealth LLC
Virginia
$4.1K
BLC
463
Brown, Lisle/Cummings
Rhode Island
$3.99K
HPIA
464
Hamilton Point Investment Advisors
North Carolina
$3.97K
IF
465
Integrity Financial
Wyoming
$3.93K
KHC
466
Koesten Hirschmann & Crabtree
Kansas
$3.45K
S
467
Sachetta
Massachusetts
$3.37K
BI
468
Binnacle Investments
Iowa
$3.21K
PAG
469
Paladin Advisory Group
Iowa
$3.08K
SIP
470
Sellwood Investment Partners
Oregon
$3.06K
AIC
471
Archer Investment Corporation
Indiana
$2.91K
FFA
472
Frazier Financial Advisors
Ohio
$2.81K
AAS
473
Ameritas Advisory Services
Nebraska
$2.75K
CAM
474
Costello Asset Management
Pennsylvania
$2.61K
SRCM
475
Signature Resources Capital Management
California
$2.61K