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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
PFM
476
Phillips Financial Management
Indiana
$5.97K
RDFA
477
Ritter Daniher Financial Advisory
Ohio
$5.78K
PWMG
478
Prestige Wealth Management Group
New Jersey
$5.34K
WWM
479
Wolff Wiese Magana
California
$5.22K
AT
480
Arlington Trust
Alabama
$5.05K
TFGT
481
TS Financial Group (TSFG)
Illinois
$5K
RRAL
482
RED REEF ADVISORS LLC
Florida
$5K
CTWM
483
Cherry Tree Wealth Management
Minnesota
$4.8K
PK
484
Pflug Koory
Nebraska
$4.68K
KFP
485
Kerr Financial Planning
California
$4.63K
HCM
486
Horrell Capital Management
Arkansas
$4.6K
CAM
487
Chesapeake Asset Management
New York
$4.16K
JGIA
488
Jackson Grant Investment Advisers
Connecticut
$4.05K
SWM
489
Spire Wealth Management
Virginia
$4.03K
BLC
490
Brown, Lisle/Cummings
Rhode Island
$3.87K
HPIA
491
Hamilton Point Investment Advisors
North Carolina
$3.84K
IF
492
Integrity Financial
Wyoming
$3.8K
S
493
Sachetta
Massachusetts
$3.26K
FFA
494
Frazier Financial Advisors
Ohio
$3.08K
IIM
495
IFC & Insurance Marketing
California
$3K
SIP
496
Sellwood Investment Partners
Oregon
$2.97K
IAIM
497
International Assets Investment Management
Florida
$2.86K
CAM
498
Costello Asset Management
Pennsylvania
$2.56K
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55K
SRCM
500
Signature Resources Capital Management
California
$2.53K