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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
MG
526
Mather Group
Illinois
$1
M&T Bank
527
M&T Bank
New York
JCIA
528
Jackson Creek Investment Advisors
Colorado
Susquehanna International Group
529
Susquehanna International Group
Pennsylvania
VFG
530
Victory Financial Group
Texas
KAS
531
Kestra Advisory Services
Texas
PFT
532
Providence First Trust
Arizona
CA
533
Calton & Associates
Florida
TSS
534
Two Sigma Securities
New York
HWA
535
Hillcrest Wealth Advisors
New Jersey
RP
536
Regal Partners
Australia
CIA
537
Capital Investment Advisors
Georgia
BHCM
538
Brevan Howard Capital Management
Jersey
TA
539
Tactive Advisors
Florida
TIM
540
Total Investment Management
Arizona
WT
541
Whittier Trust
California
BIG
542
Brooklyn Investment Group
New York
MYIA
543
Mount Yale Investment Advisors
Colorado
Qube Research & Technologies (QRT)
544
Qube Research & Technologies (QRT)
United Kingdom
BA
545
Bristlecone Advisors
Washington
AAP
546
Arax Advisory Partners
Colorado
WTFG
547
Wood Tarver Financial Group
Idaho
EWM
548
Evermay Wealth Management
Virginia
SFC
549
SYM Financial Corp
Indiana
GM
550
GeoWealth Management
Illinois