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Schwab US REIT ETF

564 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 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
Morningstar Investment Management
Illinois
$15.2M +$3.06M +139,699 +25%
PS
27
Principal Securities
Iowa
$14.6M +$925K +42,195 +7%
Invesco
28
Invesco
Georgia
$14.3M +$10.1M +462,900 +231%
BPA
29
Beacon Pointe Advisors
California
$13.1M +$148K +6,738 +1%
TIM
30
Tortoise Investment Management
New York
$12.1M +$820K +37,398 +7%
KF
31
Krilogy Financial
Missouri
$11.9M +$196K +8,948 +2%
CMP
32
Courage Miller Partners
Virginia
$11.2M +$4.17K +190 +0%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$11.1M -$6.27M -285,904 -36%
UBS Group
34
UBS Group
Switzerland
$10.5M -$1.07M -48,926 -9%
FCM
35
Firestone Capital Management
Florida
$10.2M +$693K +31,617 +7%
WA
36
Waterford Advisors
New York
$9.32M +$8.82M +402,510 New
JTWM
37
Jackson Thornton Wealth Management
Alabama
$9.03M -$596K -27,187 -6%
WMR
38
Wealth Management Resources
Rhode Island
$8.74M +$94.2K +4,295 +1%
VT
39
Vise Technologies
New York
$8.73M
Mariner
40
Mariner
Kansas
$8.61M -$243K -11,083 -3%
Wealthfront Advisers
41
Wealthfront Advisers
California
$8.55M +$1.29M +58,637 +17%
AWM
42
Avior Wealth Management
Nebraska
$8.54M +$521K +23,744 +6%
Morgan Stanley
43
Morgan Stanley
New York
$8.42M -$197K -8,976 -2%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$8.03M +$1.29M +58,999 +18%
LPL Financial
45
LPL Financial
California
$7.91M +$441K +20,103 +6%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$7.74M -$110K -5,001 -1%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$7.71M +$387K +17,636 +5%
Wells Fargo
48
Wells Fargo
California
$7.65M -$1.16M -52,882 -13%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$7.62M +$15.4K +704 +0.2%
AFA
50
Amicus Financial Advisors
Texas
$7.61M +$165K +7,504 +2%