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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
FGAM
476
Financial Gravity Asset Management
Texas
$1.38K
1NWS
477
1 North Wealth Services
Maryland
$1.35K
GWS
478
Greykasell Wealth Strategies
California
$1.31K
RWM
479
Ruedi Wealth Management
Illinois
$1.27K
TCM
480
Tradewinds Capital Management
Washington
$1.18K
TFA
481
Transamerica Financial Advisors
Florida
$1K
MIM
482
MTM Investment Management
South Carolina
$840
HNB
483
Huntington National Bank
Ohio
$732
RIL
484
Rothschild Investment LLC
Illinois
$559
DF
485
Dunhill Financial
United Kingdom
$559
KWM
486
Kiker Wealth Management
Georgia
$559
FWP
487
FAS Wealth Partners
Kansas
$519
WOC
488
West Oak Capital
California
$479
FFA
489
Founders Financial Alliance
North Carolina
$473
CFFP
490
Center for Financial Planning
Michigan
$409
BF
491
BOK Financial
Oklahoma
$387
PIP
492
Peachtree Investment Partners
Florida
$324
SAM
493
Smartleaf Asset Management
Massachusetts
$319
GK
494
Graney & King
New York
$288
MCA
495
Maryland Capital Advisors
Maryland
$280
KA
496
Kozak & Associates
Colorado
$203
LWMI
497
Legacy Wealth Management (Idaho)
Idaho
$108
GPFA
498
Game Plan Financial Advisors
Ohio
$86
NC
499
NewSquare Capital
Pennsylvania
$48
PIS
500
POM Investment Strategies
North Carolina
$15