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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
526
Salomon & Ludwin
Virginia
$1.47K
1NWS
527
1 North Wealth Services
Maryland
$1.35K
KCM
528
Key Capital Management
Tennessee
$1.35K
ATPW
529
Ashton Thomas Private Wealth
Arizona
$1.35K
PB
530
Prosperity Bancshares
Texas
$1.33K
GWS
531
Greykasell Wealth Strategies
California
$1.31K
CB
532
Community Bank
New York
$1.27K
KFA
533
Kelleher Financial Advisors
New York
$1.15K
EPL
534
Essential Partners LLC
California
$1.1K
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05K
GPFA
536
Game Plan Financial Advisors
Ohio
$1.05K
LWMI
537
Legacy Wealth Management (Idaho)
Idaho
$925
SC
538
Solstein Capital
California
$860
GIA
539
GHP Investment Advisors
Colorado
$860
MIM
540
MTM Investment Management
South Carolina
$838
RIAS
541
Rachor Investment Advisory Services
Michigan
$822
CFG
542
Clayton Financial Group
Missouri
$798
WWMSC
543
Wagner Wealth Management (South Carolina)
South Carolina
$702
PGAM
544
Princeton Global Asset Management
New Jersey
$645
DF
545
Dunhill Financial
United Kingdom
$558
WIM
546
Westside Investment Management
California
$430
NA
547
Networth Advisors
Pennsylvania
$408
PWA
548
Portus Wealth Advisors
North Carolina
$408
FFA
549
Frazier Financial Advisors
Ohio
$350
MCA
550
McGuire Capital Advisors
Oklahoma
$344