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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

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

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
PPH
26
Pure Portfolios Holdings
Oregon
$13.4M +$342K +16,111 +3%
PS
27
Principal Securities
Iowa
$13.3M +$1.05M +49,554 +8%
EPM
28
Elm Partners Management
Pennsylvania
$13.1M +$1.34M +63,271 +11%
BPA
29
Beacon Pointe Advisors
California
$12.6M +$7.19M +339,056 +128%
MIM
30
Morningstar Investment Management
Illinois
$11.8M +$1.22M +57,444 +11%
UBS Group
31
UBS Group
Switzerland
$11.2M +$3.46M +162,982 +43%
TIM
32
Tortoise Investment Management
New York
$10.9M +$606K +28,602 +6%
CMP
33
Courage Miller Partners
Virginia
$10.9M +$158K +7,456 +1%
KF
34
Krilogy Financial
Missouri
$10.8M +$883K +41,636 +9%
MNA
35
Manning & Napier Advisors
New York
$10.3M +$4.74M +223,731 +84%
SFP
36
Strategic Financial Planning
Texas
$10.1M +$520K +24,511 +5%
FCM
37
Firestone Capital Management
Florida
$9.3M +$88.8K +4,189 +1%
JTWM
38
Jackson Thornton Wealth Management
Alabama
$8.98M -$155K -7,318 -2%
VT
39
Vise Technologies
New York
$8.73M +$533K +25,125 +6%
Mariner
40
Mariner
Kansas
$8.6M +$188K +8,856 +2%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$8.57M -$28.1M -1,323,986 -76%
Wells Fargo
42
Wells Fargo
California
$8.55M +$514K +24,260 +6%
WMR
43
Wealth Management Resources
Rhode Island
$8.41M +$95.8K +4,517 +1%
Morgan Stanley
44
Morgan Stanley
New York
$8.37M -$546K -25,739 -6%
GBT
45
Grove Bank & Trust
Florida
$8.32M +$705K +33,271 +9%
AWM
46
Avior Wealth Management
Nebraska
$7.81M +$709K +33,431 +10%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$7.63M +$468K +22,058 +6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$7.39M -$336K -15,833 -4%
VCP
49
Vista Capital Partners
Oregon
$7.31M +$281K +13,229 +4%
LPL Financial
50
LPL Financial
California
$7.26M +$49.8K +2,350 +0.7%