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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
MCA
501
Maryland Capital Advisors
Maryland
$276
SAM
502
Smartleaf Asset Management
Massachusetts
$272
KG
503
Kilter Group
New York
$270
TPCW
504
TD Private Client Wealth
New York
$254
KA
505
Kozak & Associates
Colorado
$211
HT
506
Headlands Technologies
Illinois
$169
BBHC
507
Brown Brothers Harriman & Co
New York
$127
GPFA
508
Game Plan Financial Advisors
Ohio
$85
NC
509
NewSquare Capital
Pennsylvania
$47
OHWP
510
Oak Harbor Wealth Partners
North Carolina
$42
TFA
511
Transamerica Financial Advisors
Florida
$41
KPP
512
Kings Path Partners
Texas
$18
PIS
513
POM Investment Strategies
North Carolina
$15
RCM
514
Raleigh Capital Management
North Carolina
$8
QC
515
Quadrature Capital
United Kingdom
TC
516
TownSquare Capital
Utah
UBS AM
517
UBS AM
Illinois
PCIA
518
Prime Capital Investment Advisors
Kansas
FCI
519
Financial Counselors Inc
Kansas
GT
520
Greenleaf Trust
Michigan
Lido Advisors
521
Lido Advisors
California
RWM
522
Ritholtz Wealth Management
New York
MFGP
523
Marshall Financial Group (Pennsylvania)
Pennsylvania
Pathstone Holdings
524
Pathstone Holdings
New Jersey
PA
525
PFG Advisors
Arizona