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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
526
Greykasell Wealth Strategies
California
$1.27K
LWMI
527
Legacy Wealth Management (Idaho)
Idaho
$899
SC
528
Solstein Capital
California
$836
MIM
529
MTM Investment Management
South Carolina
$815
QC
530
Quent Capital
New York
$731
GPFA
531
Game Plan Financial Advisors
Ohio
$710
DF
532
Dunhill Financial
United Kingdom
$543
FWP
533
FAS Wealth Partners
Kansas
$507
ETC
534
Exchange Traded Concepts
Oklahoma
$501
TPCW
535
TD Private Client Wealth
New York
$460
WIM
536
Westside Investment Management
California
$418
CFG
537
Clayton Financial Group
Missouri
$335
FMP
538
Financial Management Professionals
Texas
$334
MCA
539
McGuire Capital Advisors
Oklahoma
$334
GK
540
Graney & King
New York
$288
WWMSC
541
Wagner Wealth Management (South Carolina)
South Carolina
$284
CP
542
Camelot Portfolios
Ohio
$251
NB
543
NBT Bank
New York
$251
NA
544
Networth Advisors
Pennsylvania
$230
CCMI
545
Creative Capital Management Investments
California
$188
CFG
546
Chapman Financial Group
Hawaii
$147
MCA
547
Maryland Capital Advisors
Maryland
$126
TAM
548
Tucker Asset Management
Colorado
$42
GCM
549
Gunpowder Capital Management
Maryland
$42
TFA
550
Transamerica Financial Advisors
Florida
$40