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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KG
501
Kilter Group
New York
$270
TPCW
502
TD Private Client Wealth
New York
$254
KA
503
Kozak & Associates
Colorado
$211
HT
504
Headlands Technologies
Illinois
$169
BBHC
505
Brown Brothers Harriman & Co
New York
$127
GPFA
506
Game Plan Financial Advisors
Ohio
$85
NC
507
NewSquare Capital
Pennsylvania
$47
OHWP
508
Oak Harbor Wealth Partners
North Carolina
$42
TFA
509
Transamerica Financial Advisors
Florida
$41
KPP
510
Kings Path Partners
Texas
$18
PIS
511
POM Investment Strategies
North Carolina
$15
RCM
512
Raleigh Capital Management
North Carolina
$8
QC
513
Quadrature Capital
United Kingdom
TC
514
TownSquare Capital
Utah
UBS AM
515
UBS AM
Illinois
PCIA
516
Prime Capital Investment Advisors
Kansas
FCI
517
Financial Counselors Inc
Kansas
GT
518
Greenleaf Trust
Michigan
Lido Advisors
519
Lido Advisors
California
RWM
520
Ritholtz Wealth Management
New York
MFGP
521
Marshall Financial Group (Pennsylvania)
Pennsylvania
Pathstone Holdings
522
Pathstone Holdings
New Jersey
PA
523
PFG Advisors
Arizona
RA
524
RFG Advisory
Alabama
RSWM
525
Robertson Stephens Wealth Management
California