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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
501
Raleigh Capital Management
North Carolina
$8
BBPWM
502
Blue Bell Private Wealth Management
Pennsylvania
$2
MG
503
Mather Group
Illinois
$1
BCM
504
Becker Capital Management
Oregon
Tudor Investment Corp
505
Tudor Investment Corp
Connecticut
PWS
506
Peloton Wealth Strategists
Indiana
Citadel Advisors
507
Citadel Advisors
Florida
AF
508
Apollon Financial
South Carolina
PCM
509
Prelude Capital Management
New York
PHAM
510
Palisades Hudson Asset Management
Florida
BHCM
511
Brevan Howard Capital Management
Jersey
NL
512
NWAM LLC
Washington
LA
513
Lifeworks Advisors
Michigan
Fisher Asset Management
514
Fisher Asset Management
Washington
MW
515
Maia Wealth
Colorado
MWM
516
Momentous Wealth Management
Washington
GGS
517
Galvin Gaustad & Stein
Arizona
TRCT
518
Tower Research Capital (TRC)
New York
FLP
519
Financial Life Planners
Arizona
HT
520
Headlands Technologies
Illinois
JFA
521
JNBA Financial Advisors
Minnesota
UB
522
UMB Bank
Missouri
LDB
523
Lee, Danner & Bass
Tennessee
MCM
524
MV Capital Management
Maryland
RF
525
Roxbury Financial
New Jersey