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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
OHWP
501
Oak Harbor Wealth Partners
North Carolina
$928
SC
502
Solstein Capital
California
$863
MIM
503
MTM Investment Management
South Carolina
$841
SAM
504
Smartleaf Asset Management
Massachusetts
$750
GPFA
505
Game Plan Financial Advisors
Ohio
$626
DF
506
Dunhill Financial
United Kingdom
$561
FWP
507
FAS Wealth Partners
Kansas
$522
GWSA
508
Global Wealth Strategies & Associates
Colorado
$518
FFA
509
Founders Financial Alliance
North Carolina
$475
TPCW
510
TD Private Client Wealth
New York
$475
HWM
511
HighMark Wealth Management
Minnesota
$449
MCA
512
Maryland Capital Advisors
Maryland
$389
OC
513
Oakworth Capital
Alabama
$367
FMP
514
Financial Management Professionals
Texas
$345
PIP
515
Peachtree Investment Partners
Florida
$330
GK
516
Graney & King
New York
$294
WWM
517
Wagner Wealth Management
South Carolina
$291
CFS
518
Compass Financial Services
Iowa
$174
CFG
519
Chapman Financial Group
Hawaii
$151
CBT
520
Crews Bank & Trust
Florida
$108
BMC
521
Bear Mountain Capital
Washington
$87
TFA
522
Transamerica Financial Advisors
Florida
$41
HNB
523
Huntington National Bank
Ohio
$22
NC
524
North Capital
Utah
$22
RCM
525
Raleigh Capital Management
North Carolina
$8