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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
476
Sachetta
Massachusetts
$3.37K
BI
477
Binnacle Investments
Iowa
$3.21K
PAG
478
Paladin Advisory Group
Iowa
$3.08K
SIP
479
Sellwood Investment Partners
Oregon
$3.06K
AIC
480
Archer Investment Corporation
Indiana
$2.91K
FFA
481
Frazier Financial Advisors
Ohio
$2.81K
AAS
482
Ameritas Advisory Services
Nebraska
$2.75K
CAM
483
Costello Asset Management
Pennsylvania
$2.61K
SRCM
484
Signature Resources Capital Management
California
$2.61K
CSC
485
Caldwell Sutter Capital
California
$2.59K
IAS
486
IMA Advisory Services
Colorado
$2.5K
FWM
487
FSA Wealth Management
Massachusetts
$2.48K
OP
488
ORG Partners
Indiana
$2.44K
DRP
489
Decker Retirement Planning
Utah
$2.27K
ACM
490
Anfield Capital Management
California
$1.83K
CSB
491
City State Bank
Iowa
$1.83K
LWA
492
Lowe Wealth Advisors
Maryland
$1.73K
AA
493
Atmos Advisory
Pennsylvania
$1.68K
KWM
494
Kiker Wealth Management
Georgia
$1.64K
TFG
495
Team Financial Group
California
$1.56K
JWA
496
JFS Wealth Advisors
Pennsylvania
$1.51K
CCM
497
Chilton Capital Management
Texas
$1.51K
SWM
498
Spire Wealth Management
Virginia
$1.49K
FDCP
499
Foster Dykema Cabot & Partners
Massachusetts
$1.47K
SL
500
Salomon & Ludwin
Virginia
$1.44K