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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
501
Sellwood Investment Partners
Oregon
$2.97K
IAIM
502
International Assets Investment Management
Florida
$2.86K
CAM
503
Costello Asset Management
Pennsylvania
$2.56K
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.55K
SRCM
505
Signature Resources Capital Management
California
$2.53K
CSC
506
Caldwell Sutter Capital
California
$2.51K
IAS
507
IMA Advisory Services
Colorado
$2.42K
AIC
508
Archer Investment Corporation
Indiana
$2.39K
OP
509
ORG Partners
Indiana
$2.36K
WAG
510
Wilkerson Advisory Group
Missouri
$2.28K
EPG
511
Estate Planners Group
Pennsylvania
$2.21K
EPL
512
Essential Partners LLC
California
$2.19K
BHWM
513
Beaird Harris Wealth Management
Texas
$2.12K
TCM
514
Tradewinds Capital Management
Washington
$2.08K
ECA
515
Elevated Capital Advisors
Utah
$2.05K
HAP
516
Harbor Asset Planning
Massachusetts
$1.82K
CSB
517
City State Bank
Iowa
$1.78K
ACM
518
Anfield Capital Management
California
$1.78K
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67K
AA
520
Atmos Advisory
Pennsylvania
$1.63K
TFG
521
Team Financial Group
California
$1.53K
JWA
522
JFS Wealth Advisors
Pennsylvania
$1.46K
SL
523
Salomon & Ludwin
Virginia
$1.4K
1NWS
524
1 North Wealth Services
Maryland
$1.32K
PB
525
Prosperity Bancshares
Texas
$1.29K