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Schwab US REIT ETF

537 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
476
TS Financial Group (TSFG)
Illinois
$5K
CTWM
477
Cherry Tree Wealth Management
Minnesota
$4.8K
PK
478
Pflug Koory
Nebraska
$4.68K
KFP
479
Kerr Financial Planning
California
$4.63K
HCM
480
Horrell Capital Management
Arkansas
$4.6K
CAM
481
Chesapeake Asset Management
New York
$4.16K
JGIA
482
Jackson Grant Investment Advisers
Connecticut
$4.05K
SWM
483
Spire Wealth Management
Virginia
$4.03K
BLC
484
Brown, Lisle/Cummings
Rhode Island
$3.87K
HPIA
485
Hamilton Point Investment Advisors
North Carolina
$3.84K
IF
486
Integrity Financial
Wyoming
$3.8K
S
487
Sachetta
Massachusetts
$3.26K
FFA
488
Frazier Financial Advisors
Ohio
$3.08K
IIM
489
IFC & Insurance Marketing
California
$3K
SIP
490
Sellwood Investment Partners
Oregon
$2.97K
IAIM
491
International Assets Investment Management
Florida
$2.86K
CAM
492
Costello Asset Management
Pennsylvania
$2.56K
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55K
SRCM
494
Signature Resources Capital Management
California
$2.53K
CSC
495
Caldwell Sutter Capital
California
$2.51K
IAS
496
IMA Advisory Services
Colorado
$2.42K
AIC
497
Archer Investment Corporation
Indiana
$2.39K
OP
498
ORG Partners
Indiana
$2.36K
WAG
499
Wilkerson Advisory Group
Missouri
$2.28K
BHWM
500
Beaird Harris Wealth Management
Texas
$2.12K