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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
526
NFP Retirement Inc
California
AWE
527
Avidian Wealth Enterprises
Texas
FVWA
528
Foster Victor Wealth Advisors
South Carolina
UCFA
529
United Capital Financial Advisors
Texas
MAM
530
Marotta Asset Management
Virginia
SFS
531
Strategic Financial Services
New York
WSFS
532
Wilmington Savings Fund Society
Delaware
MIA
533
MeadowBrook Investment Advisors
Michigan
NSIM
534
North Star Investment Management
Illinois
GFPC
535
Global Financial Private Client
Florida
FMII
536
Farmers & Merchants Investments Inc
Nebraska
CA
537
Continuum Advisory
Idaho
DJSG
538
D.J. St. Germain
Massachusetts
CCM
539
Coldstream Capital Management
Washington
OPTFSNA
540
Old Point Trust & Financial Services N A
Virginia
GWM
541
Graybill Wealth Management
Illinois
HIMS
542
Hager Investment Management Services
New Hampshire
SRCM
543
Signature Resources Capital Management
California
BGWM
544
Bridge Generations Wealth Management
Florida
BWM
545
Bernard Wealth Management
Michigan
T
546
Transce3nd
Texas
FHA
547
First Horizon Advisors
Tennessee
CWC
548
Carolinas Wealth Consulting
North Carolina
AAG
549
Armstrong Advisory Group
Massachusetts
PMFA
550
Plante Moran Financial Advisors
Michigan