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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

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