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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
501
IFC & Insurance Marketing
California
$3K +$2.78K +131 New
SIP
502
Sellwood Investment Partners
Oregon
$2.97K
IAIM
503
International Assets Investment Management
Florida
$2.86K +$2.9K +137 New
CAM
504
Costello Asset Management
Pennsylvania
$2.56K +$21 +1 +0.8%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55K -$48.3K -2,278 -95%
SRCM
506
Signature Resources Capital Management
California
$2.53K
CSC
507
Caldwell Sutter Capital
California
$2.51K
IAS
508
IMA Advisory Services
Colorado
$2.42K
AIC
509
Archer Investment Corporation
Indiana
$2.39K -$445 -21 -16%
OP
510
ORG Partners
Indiana
$2.36K
BWA
511
Basecamp Wealth Advisors
Washington
$2.34K +$2.38K +112 New
WAG
512
Wilkerson Advisory Group
Missouri
$2.28K +$2.31K +109 New
EPG
513
Estate Planners Group
Pennsylvania
$2.21K +$2.25K +106 New
EP
514
Essential Partners
California
$2.19K +$1.15K +54 +106%
BHWM
515
Beaird Harris Wealth Management
Texas
$2.12K -$3.58K -169 -62%
TCM
516
Tradewinds Capital Management
Washington
$2.08K +$954 +45 +82%
ECA
517
Elevated Capital Advisors
Utah
$2.05K +$2.08K +98 New
HAP
518
Harbor Asset Planning
Massachusetts
$1.82K +$1.84K +87 New
ACM
519
Anfield Capital Management
California
$1.78K
CSB
520
City State Bank
Iowa
$1.78K
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67K -$10.2K -480 -86%
AA
522
Atmos Advisory
Pennsylvania
$1.63K
TFG
523
Team Financial Group
California
$1.53K
JWA
524
JFS Wealth Advisors
Pennsylvania
$1.46K
SL
525
Salomon & Ludwin
Virginia
$1.4K