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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
BC
451
Barrett & Company
Rhode Island
$6.47K
MA
452
Marquette Associates
Illinois
$6.41K
DAM
453
Delta Asset Management
Tennessee
$6.38K
GWSG
454
GPS Wealth Strategies Group
Colorado
$6.02K
MAM
455
MMA Asset Management
Pennsylvania
$5.9K
Bank of Montreal
456
Bank of Montreal
Ontario, Canada
$5.87K
BHWM
457
Beaird Harris Wealth Management
Texas
$5.86K
PWMG
458
Prestige Wealth Management Group
New Jersey
$5.45K
WWM
459
Wolff Wiese Magana
California
$5.39K
AT
460
Arlington Trust
Alabama
$5.22K
PC
461
Promus Capital
Illinois
$5.18K
SWP
462
Strategic Wealth Partners
Ohio
$5.07K
TFGT
463
TS Financial Group (TSFG)
Illinois
$5K
CTWM
464
Cherry Tree Wealth Management
Minnesota
$4.96K
EB
465
Eastern Bank
Massachusetts
$4.94K
PK
466
Pflug Koory
Nebraska
$4.83K
HCM
467
Horrell Capital Management
Arkansas
$4.75K
KFP
468
Kerr Financial Planning
California
$4.48K
T
469
Tidemark
California
$4.39K
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$4.14K
BWL
471
Bogart Wealth LLC
Virginia
$4.1K
BLC
472
Brown, Lisle/Cummings
Rhode Island
$3.99K
HPIA
473
Hamilton Point Investment Advisors
North Carolina
$3.97K
IF
474
Integrity Financial
Wyoming
$3.93K
KHC
475
Koesten Hirschmann & Crabtree
Kansas
$3.45K