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Schwab US REIT ETF

564 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 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
526
Team Financial Group
California
$1.58K +$22 +1 +1%
JWA
527
JFS Wealth Advisors
Pennsylvania
$1.5K
HC
528
Hurley Capital
New York
$1.48K +$1.51K +69 New
SL
529
Salomon & Ludwin
Virginia
$1.47K
1NWS
530
1 North Wealth Services
Maryland
$1.35K
ATPW
531
Ashton Thomas Private Wealth
Arizona
$1.35K +$1.38K +63 New
KCM
532
Key Capital Management
Tennessee
$1.35K +$1.38K +63 New
PB
533
Prosperity Bancshares
Texas
$1.33K
GWS
534
Greykasell Wealth Strategies
California
$1.31K
CB
535
Community Bank
New York
$1.27K +$1.29K +59 New
KFA
536
Kelleher Financial Advisors
New York
$1.15K +$1.18K +54 New
EP
537
Essential Partners
California
$1.1K -$1.18K -54 -51%
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05K -$680 -31 -39%
GPFA
539
Game Plan Financial Advisors
Ohio
$1.05K +$329 +15 +44%
LWMI
540
Legacy Wealth Management (Idaho)
Idaho
$925
SC
541
Solstein Capital
California
$860
GIA
542
GHP Investment Advisors
Colorado
$860 +$877 +40 New
MIM
543
MTM Investment Management
South Carolina
$838
RIAS
544
Rachor Investment Advisory Services
Michigan
$822 +$833 +38 New
CFG
545
Clayton Financial Group
Missouri
$798 +$460 +21 +131%
WWMSC
546
Wagner Wealth Management (South Carolina)
South Carolina
$702 +$417 +19 +136%
PGAM
547
Princeton Global Asset Management
New Jersey
$645 +$658 +30 New
DF
548
Dunhill Financial
United Kingdom
$558
WIM
549
Westside Investment Management
California
$430
NA
550
Networth Advisors
Pennsylvania
$408 +$175 +8 +73%