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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
EI
451
EFG International
$10.4K
1IA
452
1620 Investment Advisors
Massachusetts
$9.53K
SGK
453
Steigerwald Gordon & Koch
Virginia
$9.32K
Bessemer Group
454
Bessemer Group
New Jersey
$9K
EA
455
Evolution Advisers
Virginia
$9K
OC
456
Optima Capital
Oregon
$8.92K
BAM
457
Bellevue Asset Management
Washington
$8.89K
CT
458
Caldwell Trust
Florida
$8.86K
LWM
459
Lodestone Wealth Management
Washington
$8.56K
BWL
460
Bogart Wealth LLC
Virginia
$8.23K
T
461
Tidemark
California
$8.2K
SIS
462
Sound Income Strategies
Florida
$8.08K
KFI
463
Key Financial Inc
Pennsylvania
$8.04K
VNA
464
Valley National Advisers
Pennsylvania
$8K
PFA
465
Pillar Financial Advisors
Kentucky
$7.63K
RFG
466
REAP Financial Group
Texas
$7.45K
MA
467
MCF Advisors
Kentucky
$7.44K
ST
468
Smithfield Trust
Pennsylvania
$7K
POIA
469
Pin Oak Investment Advisors
Texas
$7K
CAL
470
Capital Advisors Ltd
Ohio
$7K
BIA
471
Bell Investment Advisors
California
$6.86K
PP
472
PFS Partners
New Jersey
$6.75K
BC
473
Barrett & Company
Rhode Island
$6.27K
DAM
474
Delta Asset Management
Tennessee
$6.18K
TCM
475
Triumph Capital Management
Colorado
$6.1K