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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
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
GK
526
Graney & King
New York
$288
WWMSC
527
Wagner Wealth Management (South Carolina)
South Carolina
$284
CP
528
Camelot Portfolios
Ohio
$251
NB
529
NBT Bank
New York
$251
NA
530
Networth Advisors
Pennsylvania
$230
CCMI
531
Creative Capital Management Investments
California
$188
CFG
532
Chapman Financial Group
Hawaii
$147
MCA
533
Maryland Capital Advisors
Maryland
$126
TAM
534
Tucker Asset Management
Colorado
$42
TFA
535
Transamerica Financial Advisors
Florida
$40
CFO
536
Cambient Family Office
Michigan
$13
RCM
537
Raleigh Capital Management
North Carolina
$8
KG
538
Kilter Group
New York
$2
Jane Street
539
Jane Street
New York
SWP
540
Stratos Wealth Partners
Ohio
FWM
541
Forza Wealth Management
Florida
TWM
542
Tanglewood Wealth Management
Texas
GKWIM
543
Gerber Kawasaki Wealth & Investment Management
California
Kovitz Investment Group Partners
544
Kovitz Investment Group Partners
Illinois
ATC
545
Advantage Trust Company
Kansas
FIA
546
Foundations Investment Advisors
Arizona
KLI
547
Kelman-Lazarov Inc
Tennessee
ACA
548
Ascension Capital Advisors
Texas
XT
549
XTX Topco
Cayman Islands
FLFS
550
Family Legacy Financial Solutions
North Carolina