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Schwab US REIT ETF

563 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, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
BLC
501
Brown, Lisle/Cummings
Rhode Island
$3.98K
HPIA
502
Hamilton Point Investment Advisors
North Carolina
$3.95K
IF
503
Integrity Financial
Wyoming
$3.91K
VDBMI
504
Van Den Berg Management I
Texas
$3.7K
SWP
505
Strategic Wealth Partners
Ohio
$3.7K
ATC
506
Adirondack Trust Company
New York
$3.59K
SIS
507
Sound Income Strategies
Florida
$3.27K
SIP
508
Sellwood Investment Partners
Oregon
$3.05K
IAIM
509
International Assets Investment Management
Florida
$2.96K
CAM
510
Costello Asset Management
Pennsylvania
$2.64K
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.62K
CSC
512
Caldwell Sutter Capital
California
$2.58K
IAS
513
IMA Advisory Services
Colorado
$2.49K
BWA
514
Basecamp Wealth Advisors
Washington
$2.41K
WAG
515
Wilkerson Advisory Group
Missouri
$2.34K
TCM
516
Tradewinds Capital Management
Washington
$2.29K
S
517
Sachetta
Massachusetts
$2.26K
BHWM
518
Beaird Harris Wealth Management
Texas
$2.18K
ECA
519
Elevated Capital Advisors
Utah
$2.11K
GWSA
520
Global Wealth Strategies & Associates
Colorado
$2.08K
AA
521
Atmos Advisory
Pennsylvania
$1.98K
ACM
522
Anfield Capital Management
California
$1.83K
CSB
523
City State Bank
Iowa
$1.83K
KA
524
Kozak & Associates
Colorado
$1.63K
FPF
525
First Pacific Financial
Washington
$1.59K