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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
JGIA
451
Jackson Grant Investment Advisers
Connecticut
$4.03K
BLC
452
Brown, Lisle/Cummings
Rhode Island
$3.92K
HPIA
453
Hamilton Point Investment Advisors
North Carolina
$3.89K
S
454
Sachetta
Massachusetts
$3.3K
BI
455
Binnacle Investments
Iowa
$3.15K
PAG
456
Paladin Advisory Group
Iowa
$3.03K
KHC
457
Koesten Hirschmann & Crabtree
Kansas
$3K
AIC
458
Archer Investment Corporation
Indiana
$2.84K
FFA
459
Frazier Financial Advisors
Ohio
$2.75K
CAM
460
Costello Asset Management
Pennsylvania
$2.54K
CSC
461
Caldwell Sutter Capital
California
$2.54K
IAS
462
IMA Advisory Services
Colorado
$2.45K
FWM
463
FSA Wealth Management
Massachusetts
$2.43K
OP
464
ORG Partners
Indiana
$2.4K
EWA
465
EverSource Wealth Advisors
Alabama
$2.16K
OC
466
Oakworth Capital
Alabama
$2.05K
SIP
467
Sellwood Investment Partners
Oregon
$2.03K
GWANC
468
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99K
AWM
469
Atticus Wealth Management
Florida
$1.83K
ACM
470
Anfield Capital Management
California
$1.8K
CSB
471
City State Bank
Iowa
$1.8K
TAM
472
Tucker Asset Management
Colorado
$1.8K
MJRIC
473
Mogy Joel R Investment Counsel
California
$1.67K
AA
474
Atmos Advisory
Pennsylvania
$1.65K
TFG
475
Team Financial Group
California
$1.52K