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Schwab US REIT ETF

512 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, 189 increasing their positions, 178 reducing their positions, and 45 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 (-$55.6M)

3.47% less ownership

Funds ownership: 56.77%53.31% (-3.5%)

Holders
512
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
RA
526
RFG Advisory
Alabama
RSWM
527
Robertson Stephens Wealth Management
California
NRI
528
NFP Retirement Inc
California
AWE
529
Avidian Wealth Enterprises
Texas
FVWA
530
Foster Victor Wealth Advisors
South Carolina
UCFA
531
United Capital Financial Advisors
Texas
MAM
532
Marotta Asset Management
Virginia
SFS
533
Strategic Financial Services
New York
EWA
534
Emergent Wealth Advisors
New York
NP
535
NorthRock Partners
Minnesota
WSFS
536
Wilmington Savings Fund Society
Delaware
MIA
537
MeadowBrook Investment Advisors
Michigan
NSIM
538
North Star Investment Management
Illinois
GFPC
539
Global Financial Private Client
Florida
FMII
540
Farmers & Merchants Investments Inc
Nebraska
CA
541
Continuum Advisory
Idaho
DJSG
542
D.J. St. Germain
Massachusetts
CCM
543
Coldstream Capital Management
Washington
OPTFSNA
544
Old Point Trust & Financial Services N A
Virginia
GWM
545
Graybill Wealth Management
Illinois
HIMS
546
Hager Investment Management Services
New Hampshire
SRCM
547
Signature Resources Capital Management
California
BGWM
548
Bridge Generations Wealth Management
Florida
BWM
549
Bernard Wealth Management
Michigan
T
550
Transce3nd
Texas