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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
PP
476
PFS Partners
New Jersey
$6.75K
BC
477
Barrett & Company
Rhode Island
$6.27K
DAM
478
Delta Asset Management
Tennessee
$6.18K
TCM
479
Triumph Capital Management
Colorado
$6.1K
PFM
480
Phillips Financial Management
Indiana
$5.97K
RDFA
481
Ritter Daniher Financial Advisory
Ohio
$5.78K
PWMG
482
Prestige Wealth Management Group
New Jersey
$5.34K
WWM
483
Wolff Wiese Magana
California
$5.22K
AT
484
Arlington Trust
Alabama
$5.05K
TFGT
485
TS Financial Group (TSFG)
Illinois
$5K
RRA
486
Red Reef Advisors
Florida
$5K
SWP
487
Strategic Wealth Partners
Ohio
$4.91K
CTWM
488
Cherry Tree Wealth Management
Minnesota
$4.8K
PK
489
Pflug Koory
Nebraska
$4.68K
KFP
490
Kerr Financial Planning
California
$4.63K
HCM
491
Horrell Capital Management
Arkansas
$4.6K
CAM
492
Chesapeake Asset Management
New York
$4.16K
JGIA
493
Jackson Grant Investment Advisers
Connecticut
$4.05K
SWM
494
Spire Wealth Management
Virginia
$4.03K
BLC
495
Brown, Lisle/Cummings
Rhode Island
$3.87K
HPIA
496
Hamilton Point Investment Advisors
North Carolina
$3.84K
IF
497
Integrity Financial
Wyoming
$3.8K
S
498
Sachetta
Massachusetts
$3.26K
FFA
499
Frazier Financial Advisors
Ohio
$3.08K
IIM
500
IFC & Insurance Marketing
California
$3K