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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
476
Bell Investment Advisors
California
$6.86K +$64 +3 +0.9%
PP
477
PFS Partners
New Jersey
$6.75K
BC
478
Barrett & Company
Rhode Island
$6.27K
DAM
479
Delta Asset Management
Tennessee
$6.18K
TCM
480
Triumph Capital Management
Colorado
$6.1K +$6.19K +292 New
PFM
481
Phillips Financial Management
Indiana
$5.97K +$6.06K +286 New
RDFA
482
Ritter Daniher Financial Advisory
Ohio
$5.78K +$5.87K +277 New
PWMG
483
Prestige Wealth Management Group
New Jersey
$5.34K +$42 +2 +0.8%
WWM
484
Wolff Wiese Magana
California
$5.22K
AT
485
Arlington Trust
Alabama
$5.05K
TFGT
486
TS Financial Group (TSFG)
Illinois
$5K
RRA
487
Red Reef Advisors
Florida
$5K +$5.07K +239 New
SWP
488
Strategic Wealth Partners
Ohio
$4.91K
CTWM
489
Cherry Tree Wealth Management
Minnesota
$4.8K
PK
490
Pflug Koory
Nebraska
$4.68K
KFP
491
Kerr Financial Planning
California
$4.63K +$42 +2 +0.9%
HCM
492
Horrell Capital Management
Arkansas
$4.6K
CAM
493
Chesapeake Asset Management
New York
$4.16K -$7.06K -333 -63%
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$4.05K +$42 +2 +1%
SWM
495
Spire Wealth Management
Virginia
$4.03K +$2.63K +124 +180%
BLC
496
Brown, Lisle/Cummings
Rhode Island
$3.87K
HPIA
497
Hamilton Point Investment Advisors
North Carolina
$3.84K
IF
498
Integrity Financial
Wyoming
$3.8K
S
499
Sachetta
Massachusetts
$3.26K
FFA
500
Frazier Financial Advisors
Ohio
$3.08K +$382 +18 +14%