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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
501
Integrity Financial
Wyoming
$3.91K
VDBMI
502
Van Den Berg Management I
Texas
$3.7K
SWP
503
Strategic Wealth Partners
Ohio
$3.7K
ATC
504
Adirondack Trust Company
New York
$3.59K
SIS
505
Sound Income Strategies
Florida
$3.27K
SIP
506
Sellwood Investment Partners
Oregon
$3.05K
IAIM
507
International Assets Investment Management
Florida
$2.96K
CAM
508
Costello Asset Management
Pennsylvania
$2.64K
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.62K
CSC
510
Caldwell Sutter Capital
California
$2.58K
IAS
511
IMA Advisory Services
Colorado
$2.49K
WAG
512
Wilkerson Advisory Group
Missouri
$2.34K
TCM
513
Tradewinds Capital Management
Washington
$2.29K
S
514
Sachetta
Massachusetts
$2.26K
BHWM
515
Beaird Harris Wealth Management
Texas
$2.18K
ECA
516
Elevated Capital Advisors
Utah
$2.11K
GWSA
517
Global Wealth Strategies & Associates
Colorado
$2.08K
AA
518
Atmos Advisory
Pennsylvania
$1.98K
CSB
519
City State Bank
Iowa
$1.83K
ACM
520
Anfield Capital Management
California
$1.83K
KA
521
Kozak & Associates
Colorado
$1.63K
FPF
522
First Pacific Financial
Washington
$1.59K
TFG
523
Team Financial Group
California
$1.58K
JWA
524
JFS Wealth Advisors
Pennsylvania
$1.5K
HC
525
Hurley Capital
New York
$1.48K