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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPH
26
Pure Portfolios Holdings
Oregon
$12.5M
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$11.9M
TIM
28
Tortoise Investment Management
New York
$11M
PS
29
Principal Securities
Iowa
$10.4M
CMP
30
Courage Miller Partners
Virginia
$10.2M
SFP
31
Strategic Financial Planning
Texas
$9.62M
JTWM
32
Jackson Thornton Wealth Management
Alabama
$9.49M
FCM
33
Firestone Capital Management
Florida
$9.16M
Mariner
34
Mariner
Kansas
$8.72M
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$8.52M
CJH
36
Christopher J. Hasenberg
Wisconsin
$8.49M
WMR
37
Wealth Management Resources
Rhode Island
$8.26M
UBS Group
38
UBS Group
Switzerland
$8.24M
Wells Fargo
39
Wells Fargo
California
$8.17M
KF
40
Krilogy Financial
Missouri
$8.11M
VT
41
Vise Technologies
New York
$8.07M
BWM
42
Brown Wealth Management
Illinois
$7.63M
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$7.37M
EPM
44
Elm Partners Management
Pennsylvania
$7.32M
VCP
45
Vista Capital Partners
Oregon
$7.13M
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$7.07M
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$7.05M
Neuberger Berman Group
48
Neuberger Berman Group
New York
$7M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$6.93M
GBT
50
Grove Bank & Trust
Florida
$6.78M