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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
451
Noble Wealth Management PBC
Colorado
$12.2K
T
452
Tidemark
California
$12.1K
CI
453
CX Institutional
Indiana
$12K
SWA
454
SOA Wealth Advisors
New York
$12K
AIC
455
Archer Investment Corporation
Indiana
$11.8K
SIS
456
Strategic Investment Solutions
Illinois
$11.5K
AWM
457
Activest Wealth Management
Florida
$11.5K
CH
458
CDKV Holdings
Colorado
$11.4K
APW
459
Aventura Private Wealth
Florida
$11.3K
SGK
460
Steigerwald Gordon & Koch
Virginia
$9.59K
BAM
461
Bellevue Asset Management
Washington
$9.17K
CT
462
Caldwell Trust
Florida
$9.11K
LWM
463
Lodestone Wealth Management
Washington
$8.85K
1IA
464
1620 Investment Advisors
Massachusetts
$8.68K
ME
465
McIlrath & Eck
Washington
$8.58K
BWL
466
Bogart Wealth LLC
Virginia
$8.47K
CFP
467
Comprehensive Financial Planning
Pennsylvania
$8.29K
KFI
468
Key Financial Inc
Pennsylvania
$8.19K
MSG
469
Main Street Group
Virginia
$8.17K
SA
470
Scarborough Advisors
Maryland
$8K
VNA
471
Valley National Advisers
Pennsylvania
$8K
CAL
472
Capital Advisors Ltd
Ohio
$8K
PFA
473
Pillar Financial Advisors
Kentucky
$7.84K
MA
474
MCF Advisors
Kentucky
$7.65K
TCM
475
Triumph Capital Management
Colorado
$7.13K