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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
26
Wealthfront Advisers
California
$13.6M
Betterment LLC
27
Betterment LLC
New York
$13M
PPH
28
Pure Portfolios Holdings
Oregon
$12.9M
PWMG
29
Pioneer Wealth Management Group
Texas
$12.1M
TIM
30
Tortoise Investment Management
New York
$11.5M
EPM
31
Elm Partners Management
Pennsylvania
$10.3M
CMP
32
Courage Miller Partners
Virginia
$9.8M
JTWM
33
Jackson Thornton Wealth Management
Alabama
$9.53M
FCM
34
Firestone Capital Management
Florida
$9.5M
SFP
35
Strategic Financial Planning
Texas
$9.5M
PS
36
Principal Securities
Iowa
$9.34M
Mariner
37
Mariner
Kansas
$8.89M
UBS Group
38
UBS Group
Switzerland
$8.27M
TC
39
TownSquare Capital
Utah
$8.17M
KF
40
Krilogy Financial
Missouri
$7.99M
BWM
41
Brown Wealth Management
Illinois
$7.91M
WMR
42
Wealth Management Resources
Rhode Island
$7.88M
Wells Fargo
43
Wells Fargo
California
$7.75M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$7.67M
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$7.65M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$7.5M
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.12M
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$6.64M
AWM
49
Avior Wealth Management
Nebraska
$6.4M
LPL Financial
50
LPL Financial
California
$6.15M