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Schwab US REIT ETF

563 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, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
GCP
451
Gill Capital Partners
Colorado
$12.6K
SAM
452
Smartleaf Asset Management
Massachusetts
$12.3K
NWMP
453
Noble Wealth Management PBC
Colorado
$12.2K
T
454
Tidemark
California
$12.1K
CI
455
CX Institutional
Indiana
$12K
SWA
456
SOA Wealth Advisors
New York
$12K
AIC
457
Archer Investment Corporation
Indiana
$11.8K
SIS
458
Strategic Investment Solutions
Illinois
$11.5K
AWM
459
Activest Wealth Management
Florida
$11.5K
CH
460
CDKV Holdings
Colorado
$11.4K
APW
461
Aventura Private Wealth
Florida
$11.3K
SGK
462
Steigerwald Gordon & Koch
Virginia
$9.59K
BAM
463
Bellevue Asset Management
Washington
$9.17K
CT
464
Caldwell Trust
Florida
$9.11K
LWM
465
Lodestone Wealth Management
Washington
$8.85K
1IA
466
1620 Investment Advisors
Massachusetts
$8.68K
ME
467
McIlrath & Eck
Washington
$8.58K
BWL
468
Bogart Wealth LLC
Virginia
$8.47K
CFP
469
Comprehensive Financial Planning
Pennsylvania
$8.29K
KFI
470
Key Financial Inc
Pennsylvania
$8.19K
MSG
471
Main Street Group
Virginia
$8.17K
SA
472
Scarborough Advisors
Maryland
$8K
CAL
473
Capital Advisors Ltd
Ohio
$8K
VNA
474
Valley National Advisers
Pennsylvania
$8K
PFA
475
Pillar Financial Advisors
Kentucky
$7.84K