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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
JWA
476
JFS Wealth Advisors
Pennsylvania
$1.48K
BCMLT
477
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48K
SWM
478
Spire Wealth Management
Virginia
$1.46K
SL
479
Salomon & Ludwin
Virginia
$1.43K
BWL
480
Bogart Wealth LLC
Virginia
$1.42K
MA
481
Montag & Associates
Georgia
$1.4K
FGC
482
Financial Gravity Companies
Texas
$1.35K
1NWS
483
1 North Wealth Services
Maryland
$1.33K
GWS
484
Greykasell Wealth Strategies
California
$1.29K
TCM
485
Tradewinds Capital Management
Washington
$1.16K
DWM
486
Dogwood Wealth Management
Kansas
$1.08K
HWP
487
Highline Wealth Partners
California
$931
SC
488
Solstein Capital
California
$846
MIM
489
MTM Investment Management
South Carolina
$825
HNB
490
Huntington National Bank
Ohio
$613
DF
491
Dunhill Financial
United Kingdom
$550
RIL
492
Rothschild Investment LLC
Illinois
$550
OLVIG
493
Oliver Lagore Vanvalin Investment Group
Michigan
$516
FWP
494
FAS Wealth Partners
Kansas
$511
WOC
495
West Oak Capital
California
$471
FFA
496
Founders Financial Alliance
North Carolina
$466
LFA
497
Legend Financial Advisors
Pennsylvania
$466
PIP
498
Peachtree Investment Partners
Florida
$321
WWM
499
Wagner Wealth Management
South Carolina
$293
GK
500
Graney & King
New York
$286