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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Synergy Asset Management
Washington
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
OC
528
Oarsman Capital
Wisconsin
WAG
529
Windsor Advisory Group
Ohio
BBHC
530
Brown Brothers Harriman & Co
New York
MA
531
Montag & Associates
Georgia
NG
532
NWK Group
California
HPC
533
HM Payson & Co
Maine
ACA
534
American Capital Advisory
Idaho
RFG
535
REAP Financial Group
Texas
CCM
536
Chilton Capital Management
Texas
BTD
537
BankPlus Trust Department
Mississippi
SIC
538
Salem Investment Counselors
North Carolina
Simplex Trading
539
Simplex Trading
Illinois
PGAM
540
Princeton Global Asset Management
New Jersey
BTI
541
Blue Trust Inc
Georgia
CAS
542
Coppell Advisory Solutions
Texas
KSWA
543
Kathleen S. Wright Associates
Pennsylvania
HI
544
Hoey Investments
Pennsylvania
EW
545
Element Wealth
Mississippi
IWP
546
IAG Wealth Partners
Wisconsin
TC
547
Truvestments Capital
Florida
LFA
548
Legend Financial Advisors
Pennsylvania
MFS
549
Mattson Financial Services
Michigan
NIA
550
NBZ Investment Advisors
Tennessee