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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
CSC
501
Caldwell Sutter Capital
California
$2.51K
IAS
502
IMA Advisory Services
Colorado
$2.42K
AIC
503
Archer Investment Corporation
Indiana
$2.39K
OP
504
ORG Partners
Indiana
$2.36K
WAG
505
Wilkerson Advisory Group
Missouri
$2.28K
EPGL
506
Estate Planners Group, LLC
Pennsylvania
$2.21K
BHWM
507
Beaird Harris Wealth Management
Texas
$2.12K
TCM
508
Tradewinds Capital Management
Washington
$2.08K
ECA
509
Elevated Capital Advisors
Utah
$2.05K
HAP
510
Harbor Asset Planning
Massachusetts
$1.82K
ACM
511
Anfield Capital Management
California
$1.78K
CSB
512
City State Bank
Iowa
$1.78K
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.67K
AA
514
Atmos Advisory
Pennsylvania
$1.63K
TFG
515
Team Financial Group
California
$1.53K
JWA
516
JFS Wealth Advisors
Pennsylvania
$1.46K
SL
517
Salomon & Ludwin
Virginia
$1.4K
1NWS
518
1 North Wealth Services
Maryland
$1.32K
PB
519
Prosperity Bancshares
Texas
$1.29K
GWS
520
Greykasell Wealth Strategies
California
$1.27K
LWMI
521
Legacy Wealth Management (Idaho)
Idaho
$899
SC
522
Solstein Capital
California
$836
MIM
523
MTM Investment Management
South Carolina
$815
QC
524
Quent Capital
New York
$731
GPFA
525
Game Plan Financial Advisors
Ohio
$710