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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
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
BAM
451
Bellevue Asset Management
Washington
$8.89K
CT
452
Caldwell Trust
Florida
$8.86K
LWM
453
Lodestone Wealth Management
Washington
$8.56K
BWL
454
Bogart Wealth LLC
Virginia
$8.23K
T
455
Tidemark
California
$8.2K
SIS
456
Sound Income Strategies
Florida
$8.08K
KFI
457
Key Financial Inc
Pennsylvania
$8.04K
VNA
458
Valley National Advisers
Pennsylvania
$8K
PFA
459
Pillar Financial Advisors
Kentucky
$7.63K
RFG
460
REAP Financial Group
Texas
$7.45K
MA
461
MCF Advisors
Kentucky
$7.44K
ST
462
Smithfield Trust
Pennsylvania
$7K
POIA
463
Pin Oak Investment Advisors
Texas
$7K
CAL
464
Capital Advisors Ltd
Ohio
$7K
BIA
465
Bell Investment Advisors
California
$6.86K
PP
466
PFS Partners
New Jersey
$6.75K
BC
467
Barrett & Company
Rhode Island
$6.27K
DAM
468
Delta Asset Management
Tennessee
$6.18K
TCM
469
Triumph Capital Management
Colorado
$6.1K
PFM
470
Phillips Financial Management
Indiana
$5.97K
RDFA
471
Ritter Daniher Financial Advisory
Ohio
$5.78K
PWMG
472
Prestige Wealth Management Group
New Jersey
$5.34K
WWM
473
Wolff Wiese Magana
California
$5.22K
AT
474
Arlington Trust
Alabama
$5.05K
TFGT
475
TS Financial Group (TSFG)
Illinois
$5K