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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
451
Hamilton Point Investment Advisors
North Carolina
$3.96K
T
452
Transce3nd
Texas
$3.74K
S
453
Sachetta
Massachusetts
$3.36K
FHA
454
First Horizon Advisors
Tennessee
$3.03K
AIC
455
Archer Investment Corporation
Indiana
$2.87K
FFA
456
Frazier Financial Advisors
Ohio
$2.8K
KHC
457
Koesten Hirschmann & Crabtree
Kansas
$2.61K
CSC
458
Caldwell Sutter Capital
California
$2.58K
CAM
459
Costello Asset Management
Pennsylvania
$2.57K
FWM
460
FSA Wealth Management
Massachusetts
$2.46K
OP
461
ORG Partners
Indiana
$2.43K
EWA
462
EverSource Wealth Advisors
Alabama
$2.2K
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$2.19K
OC
464
Oakworth Capital
Alabama
$2.19K
SIP
465
Sellwood Investment Partners
Oregon
$2.06K
CWC
466
Carolinas Wealth Consulting
North Carolina
$2.06K
AAG
467
Armstrong Advisory Group
Massachusetts
$1.9K
PMFA
468
Plante Moran Financial Advisors
Michigan
$1.85K
AWM
469
Atticus Wealth Management
Florida
$1.85K
ACM
470
Anfield Capital Management
California
$1.83K
CSB
471
City State Bank
Iowa
$1.83K
AA
472
Atmos Advisory
Pennsylvania
$1.68K
JWA
473
JFS Wealth Advisors
Pennsylvania
$1.51K
SL
474
Salomon & Ludwin
Virginia
$1.44K
BWL
475
Bogart Wealth LLC
Virginia
$1.44K