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Schwab US REIT ETF

563 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, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
MA
476
MCF Advisors
Kentucky
$7.65K
TCM
477
Triumph Capital Management
Colorado
$7.13K
BIA
478
Bell Investment Advisors
California
$7.09K
ST
479
Smithfield Trust
Pennsylvania
$7K
PP
480
PFS Partners
New Jersey
$6.94K
BC
481
Barrett & Company
Rhode Island
$6.45K
DAM
482
Delta Asset Management
Tennessee
$6.36K
HPC
483
HM Payson & Co
Maine
$6.22K
RDFA
484
Ritter Daniher Financial Advisory
Ohio
$5.98K
SIM
485
Synergy Investment Management
Florida
$5.62K
PWMG
486
Prestige Wealth Management Group
New Jersey
$5.52K
WWM
487
Wolff Wiese Magana
California
$5.37K
AT
488
Arlington Trust
Alabama
$5.2K
RRA
489
Red Reef Advisors
Florida
$5.17K
TFGT
490
TS Financial Group (TSFG)
Illinois
$5K
IRC
491
Investors Research Corp
Georgia
$4.96K
KFP
492
Kerr Financial Planning
California
$4.96K
CTWM
493
Cherry Tree Wealth Management
Minnesota
$4.94K
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$4.94K
PK
495
Pflug Koory
Nebraska
$4.81K
SRCM
496
Signature Resources Capital Management
California
$4.81K
HCM
497
Horrell Capital Management
Arkansas
$4.73K
TWC
498
TD Waterhouse Canada
Ontario, Canada
$4.49K
JGIA
499
Jackson Grant Investment Advisers
Connecticut
$4.19K
SWM
500
Spire Wealth Management
Virginia
$4.15K