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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$11.6K
SIS
452
Strategic Investment Solutions
Illinois
$11.1K +$85 +4 +0.8%
CH
453
CDKV Holdings
Colorado
$11.1K +$11.3K +532 New
AWM
454
Activest Wealth Management
Florida
$11.1K +$11.2K +530 New
APW
455
Aventura Private Wealth
Florida
$10.9K
EI
456
EFG International
$10.4K +$10.6K +500 New
1IA
457
1620 Investment Advisors
Massachusetts
$9.53K
SGK
458
Steigerwald Gordon & Koch
Virginia
$9.32K -$1.19K -56 -11%
Bessemer Group
459
Bessemer Group
New Jersey
$9K
EA
460
Evolution Advisers
Virginia
$9K +$9.69K +457 New
OC
461
Optima Capital
Oregon
$8.92K +$9.05K +427 New
BAM
462
Bellevue Asset Management
Washington
$8.89K +$42 +2 +0.5%
CT
463
Caldwell Trust
Florida
$8.86K
LWM
464
Lodestone Wealth Management
Washington
$8.56K +$8.69K +410 New
BWL
465
Bogart Wealth LLC
Virginia
$8.23K +$4.33K +204 +107%
T
466
Tidemark
California
$8.2K +$4.01K +189 +93%
SIS
467
Sound Income Strategies
Florida
$8.08K -$1.72K -81 -18%
KFI
468
Key Financial Inc
Pennsylvania
$8.04K +$85 +4 +1%
VNA
469
Valley National Advisers
Pennsylvania
$8K -$85 -4 -1%
PFA
470
Pillar Financial Advisors
Kentucky
$7.63K
RFG
471
REAP Financial Group
Texas
$7.45K +$85 +4 +1%
MA
472
MCF Advisors
Kentucky
$7.44K -$1.21K -57 -14%
CAL
473
Capital Advisors Ltd
Ohio
$7K
POIA
474
Pin Oak Investment Advisors
Texas
$7K
ST
475
Smithfield Trust
Pennsylvania
$7K