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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
GWS
501
Greykasell Wealth Strategies
California
$1.32K
WOC
502
West Oak Capital
California
$1.29K
TCM
503
Tradewinds Capital Management
Washington
$1.18K
ETC
504
Exchange Traded Concepts
Oklahoma
$1.17K
MCA
505
Midwest Capital Advisors
Michigan
$1.14K
DWM
506
Dogwood Wealth Management
Kansas
$1.1K
TRCT
507
Tower Research Capital (TRC)
New York
$1.08K
HWP
508
Highline Wealth Partners
California
$949
OHWP
509
Oak Harbor Wealth Partners
North Carolina
$928
SC
510
Solstein Capital
California
$863
MIM
511
MTM Investment Management
South Carolina
$841
SAM
512
Smartleaf Asset Management
Massachusetts
$750
GPFA
513
Game Plan Financial Advisors
Ohio
$626
DF
514
Dunhill Financial
United Kingdom
$561
FWP
515
FAS Wealth Partners
Kansas
$522
GWSA
516
Global Wealth Strategies & Associates
Colorado
$518
FFA
517
Founders Financial Alliance
North Carolina
$475
TPCW
518
TD Private Client Wealth
New York
$475
HWM
519
HighMark Wealth Management
Minnesota
$449
MCA
520
Maryland Capital Advisors
Maryland
$389
OC
521
Oakworth Capital
Alabama
$367
FMP
522
Financial Management Professionals
Texas
$345
PIP
523
Peachtree Investment Partners
Florida
$330
GK
524
Graney & King
New York
$294
WWM
525
Wagner Wealth Management
South Carolina
$291