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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
451
Strategic Investment Solutions
Illinois
$11.1K
CH
452
CDKV Holdings
Colorado
$11.1K
AWM
453
Activest Wealth Management
Florida
$11.1K
APW
454
Aventura Private Wealth
Florida
$10.9K
EI
455
EFG International
$10.4K
1IA
456
1620 Investment Advisors
Massachusetts
$9.53K
SGK
457
Steigerwald Gordon & Koch
Virginia
$9.32K
Bessemer Group
458
Bessemer Group
New Jersey
$9K
EA
459
Evolution Advisers
Virginia
$9K
OC
460
Optima Capital
Oregon
$8.92K
BAM
461
Bellevue Asset Management
Washington
$8.89K
CT
462
Caldwell Trust
Florida
$8.86K
LWM
463
Lodestone Wealth Management
Washington
$8.56K
BWL
464
Bogart Wealth LLC
Virginia
$8.23K
T
465
Tidemark
California
$8.2K
SIS
466
Sound Income Strategies
Florida
$8.08K
KFI
467
Key Financial Inc
Pennsylvania
$8.04K
VNA
468
Valley National Advisers
Pennsylvania
$8K
PFA
469
Pillar Financial Advisors
Kentucky
$7.63K
RFG
470
REAP Financial Group
Texas
$7.45K
MA
471
MCF Advisors
Kentucky
$7.44K
ST
472
Smithfield Trust
Pennsylvania
$7K
POIA
473
Pin Oak Investment Advisors
Texas
$7K
CAL
474
Capital Advisors Ltd
Ohio
$7K
BIA
475
Bell Investment Advisors
California
$6.86K