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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
1NWS
501
1 North Wealth Services
Maryland
$1.36K
GWS
502
Greykasell Wealth Strategies
California
$1.32K
WOC
503
West Oak Capital
California
$1.29K
TCM
504
Tradewinds Capital Management
Washington
$1.18K
ETC
505
Exchange Traded Concepts
Oklahoma
$1.17K
MCA
506
Midwest Capital Advisors
Michigan
$1.14K
DWM
507
Dogwood Wealth Management
Kansas
$1.1K
TRCT
508
Tower Research Capital (TRC)
New York
$1.08K
HWP
509
Highline Wealth Partners
California
$949
OHWP
510
Oak Harbor Wealth Partners
North Carolina
$928
SC
511
Solstein Capital
California
$863
MIM
512
MTM Investment Management
South Carolina
$841
SAM
513
Smartleaf Asset Management
Massachusetts
$750
GPFA
514
Game Plan Financial Advisors
Ohio
$626
DF
515
Dunhill Financial
United Kingdom
$561
FWP
516
FAS Wealth Partners
Kansas
$522
GWSA
517
Global Wealth Strategies & Associates
Colorado
$518
FFA
518
Founders Financial Alliance
North Carolina
$475
TPCW
519
TD Private Client Wealth
New York
$475
HWM
520
HighMark Wealth Management
Minnesota
$449
MCA
521
Maryland Capital Advisors
Maryland
$389
OC
522
Oakworth Capital
Alabama
$367
FMP
523
Financial Management Professionals
Texas
$345
PIP
524
Peachtree Investment Partners
Florida
$330
GK
525
Graney & King
New York
$294