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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
MA
451
Marquette Associates
Illinois
$6.41K
DAM
452
Delta Asset Management
Tennessee
$6.38K
GWSG
453
GPS Wealth Strategies Group
Colorado
$6.02K
MAM
454
MMA Asset Management
Pennsylvania
$5.9K
Bank of Montreal
455
Bank of Montreal
Ontario, Canada
$5.87K
BHWM
456
Beaird Harris Wealth Management
Texas
$5.86K
PWMG
457
Prestige Wealth Management Group
New Jersey
$5.45K
WWM
458
Wolff Wiese Magana
California
$5.39K
AT
459
Arlington Trust
Alabama
$5.22K
PC
460
Promus Capital
Illinois
$5.18K
SWP
461
Strategic Wealth Partners
Ohio
$5.07K
TFGT
462
TS Financial Group (TSFG)
Illinois
$5K
CTWM
463
Cherry Tree Wealth Management
Minnesota
$4.96K
EB
464
Eastern Bank
Massachusetts
$4.94K
PK
465
Pflug Koory
Nebraska
$4.83K
HCM
466
Horrell Capital Management
Arkansas
$4.75K
KFP
467
Kerr Financial Planning
California
$4.48K
T
468
Tidemark
California
$4.39K
JGIA
469
Jackson Grant Investment Advisers
Connecticut
$4.14K
BWL
470
Bogart Wealth LLC
Virginia
$4.1K
BLC
471
Brown, Lisle/Cummings
Rhode Island
$3.99K
HPIA
472
Hamilton Point Investment Advisors
North Carolina
$3.97K
IF
473
Integrity Financial
Wyoming
$3.93K
KHC
474
Koesten Hirschmann & Crabtree
Kansas
$3.45K
S
475
Sachetta
Massachusetts
$3.37K