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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
526
1 North Wealth Services
Maryland
$1.32K
PB
527
Prosperity Bancshares
Texas
$1.29K +$1.31K +62 New
GWS
528
Greykasell Wealth Strategies
California
$1.27K
LWMI
529
Legacy Wealth Management (Idaho)
Idaho
$899 +$912 +43 New
SC
530
Solstein Capital
California
$836
MIM
531
MTM Investment Management
South Carolina
$815
QC
532
Quent Capital
New York
$731 +$742 +35 New
GPFA
533
Game Plan Financial Advisors
Ohio
$710 +$106 +5 +17%
DF
534
Dunhill Financial
United Kingdom
$543
FWP
535
FAS Wealth Partners
Kansas
$507
ETC
536
Exchange Traded Concepts
Oklahoma
$501 -$636 -30 -56%
RF
537
Robinswood Financial
Washington
$462
TPCW
538
TD Private Client Wealth
New York
$460
WIM
539
Westside Investment Management
California
$418 -$8.69K -410 -95%
CFG
540
Clayton Financial Group
Missouri
$335 +$339 +16 New
FMP
541
Financial Management Professionals
Texas
$334
MCA
542
McGuire Capital Advisors
Oklahoma
$334 +$339 +16 New
GK
543
Graney & King
New York
$288
WWMSC
544
Wagner Wealth Management (South Carolina)
South Carolina
$284 +$21 +1 +8%
CP
545
Camelot Portfolios
Ohio
$251 +$254 +12 New
NB
546
NBT Bank
New York
$251 +$445 +21 New
NA
547
Networth Advisors
Pennsylvania
$230 +$233 +11 New
CCMI
548
Creative Capital Management Investments
California
$188 +$191 +9 New
CFG
549
Chapman Financial Group
Hawaii
$147
MCA
550
Maryland Capital Advisors
Maryland
$126 -$254 -12 -67%