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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
WWMSC
526
Wagner Wealth Management (South Carolina)
South Carolina
$291
KG
527
Kilter Group
New York
$217
CFS
528
Compass Financial Services
Iowa
$174
CFG
529
Chapman Financial Group
Hawaii
$151
CBT
530
Crews Bank & Trust
Florida
$108
BMC
531
Bear Mountain Capital
Washington
$87
TAM
532
Tucker Asset Management
Colorado
$43
TFA
533
Transamerica Financial Advisors
Florida
$41
HNB
534
Huntington National Bank
Ohio
$22
NC
535
North Capital
Utah
$22
RCM
536
Raleigh Capital Management
North Carolina
$8
MG
537
Mather Group
Illinois
$1
M&T Bank
538
M&T Bank
New York
JCIA
539
Jackson Creek Investment Advisors
Colorado
Susquehanna International Group
540
Susquehanna International Group
Pennsylvania
SWM
541
Stark Wealth Management
Pennsylvania
VFG
542
Victory Financial Group
Texas
KAS
543
Kestra Advisory Services
Texas
PFT
544
Providence First Trust
Arizona
CA
545
Calton & Associates
Florida
TSS
546
Two Sigma Securities
New York
HWA
547
Hillcrest Wealth Advisors
New Jersey
RP
548
Regal Partners
Australia
CIA
549
Capital Investment Advisors
Georgia
BHCM
550
Brevan Howard Capital Management
Jersey