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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
476
Bell Investment Advisors
California
$7.09K
ST
477
Smithfield Trust
Pennsylvania
$7K
PP
478
PFS Partners
New Jersey
$6.94K
BC
479
Barrett & Company
Rhode Island
$6.45K
DAM
480
Delta Asset Management
Tennessee
$6.36K
HPC
481
HM Payson & Co
Maine
$6.22K
RDFA
482
Ritter Daniher Financial Advisory
Ohio
$5.98K
SIM
483
Synergy Investment Management
Florida
$5.62K
PWMG
484
Prestige Wealth Management Group
New Jersey
$5.52K
WWM
485
Wolff Wiese Magana
California
$5.37K
AT
486
Arlington Trust
Alabama
$5.2K
RRA
487
Red Reef Advisors
Florida
$5.17K
TFGT
488
TS Financial Group (TSFG)
Illinois
$5K
IRC
489
Investors Research Corp
Georgia
$4.96K
KFP
490
Kerr Financial Planning
California
$4.96K
CTWM
491
Cherry Tree Wealth Management
Minnesota
$4.94K
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
$4.94K
PK
493
Pflug Koory
Nebraska
$4.81K
SRCM
494
Signature Resources Capital Management
California
$4.81K
HCM
495
Horrell Capital Management
Arkansas
$4.73K
TWC
496
TD Waterhouse Canada
Ontario, Canada
$4.49K
JGIA
497
Jackson Grant Investment Advisers
Connecticut
$4.19K
SWM
498
Spire Wealth Management
Virginia
$4.15K
BLC
499
Brown, Lisle/Cummings
Rhode Island
$3.98K
HPIA
500
Hamilton Point Investment Advisors
North Carolina
$3.95K