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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
BI
476
Binnacle Investments
Iowa
$3.21K
PAG
477
Paladin Advisory Group
Iowa
$3.08K
SIP
478
Sellwood Investment Partners
Oregon
$3.06K
AIC
479
Archer Investment Corporation
Indiana
$2.91K
FFA
480
Frazier Financial Advisors
Ohio
$2.81K
AAS
481
Ameritas Advisory Services
Nebraska
$2.75K
CAM
482
Costello Asset Management
Pennsylvania
$2.61K
SRCM
483
Signature Resources Capital Management
California
$2.61K
CSC
484
Caldwell Sutter Capital
California
$2.59K
IAS
485
IMA Advisory Services
Colorado
$2.5K
FWM
486
FSA Wealth Management
Massachusetts
$2.48K
OP
487
ORG Partners
Indiana
$2.44K
DRP
488
Decker Retirement Planning
Utah
$2.27K
CSB
489
City State Bank
Iowa
$1.83K
ACM
490
Anfield Capital Management
California
$1.83K
LWA
491
Lowe Wealth Advisors
Maryland
$1.73K
AA
492
Atmos Advisory
Pennsylvania
$1.68K
KWM
493
Kiker Wealth Management
Georgia
$1.64K
TFG
494
Team Financial Group
California
$1.56K
JWA
495
JFS Wealth Advisors
Pennsylvania
$1.51K
CCM
496
Chilton Capital Management
Texas
$1.51K
SWM
497
Spire Wealth Management
Virginia
$1.49K
FDCP
498
Foster Dykema Cabot & Partners
Massachusetts
$1.47K
SL
499
Salomon & Ludwin
Virginia
$1.44K
1NWS
500
1 North Wealth Services
Maryland
$1.36K