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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
451
Brown, Lisle/Cummings
Rhode Island
$3.92K
HPIA
452
Hamilton Point Investment Advisors
North Carolina
$3.89K
S
453
Sachetta
Massachusetts
$3.3K
BI
454
Binnacle Investments
Iowa
$3.15K
PAG
455
Paladin Advisory Group
Iowa
$3.03K
KHC
456
Koesten Hirschmann & Crabtree
Kansas
$3K
AIC
457
Archer Investment Corporation
Indiana
$2.84K
FFA
458
Frazier Financial Advisors
Ohio
$2.75K
CAM
459
Costello Asset Management
Pennsylvania
$2.54K
CSC
460
Caldwell Sutter Capital
California
$2.54K
IAS
461
IMA Advisory Services
Colorado
$2.45K
FWM
462
FSA Wealth Management
Massachusetts
$2.43K
OP
463
ORG Partners
Indiana
$2.4K
EWA
464
EverSource Wealth Advisors
Alabama
$2.16K
OC
465
Oakworth Capital
Alabama
$2.05K
SIP
466
Sellwood Investment Partners
Oregon
$2.03K
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99K
AWM
468
Atticus Wealth Management
Florida
$1.83K
ACM
469
Anfield Capital Management
California
$1.8K
CSB
470
City State Bank
Iowa
$1.8K
MJRIC
471
Mogy Joel R Investment Counsel
California
$1.67K
AA
472
Atmos Advisory
Pennsylvania
$1.65K
TFG
473
Team Financial Group
California
$1.52K
JWA
474
JFS Wealth Advisors
Pennsylvania
$1.48K
BCMLT
475
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K