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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
DF
526
Dunhill Financial
United Kingdom
$543
FWP
527
FAS Wealth Partners
Kansas
$507
ETC
528
Exchange Traded Concepts
Oklahoma
$501
TPCW
529
TD Private Client Wealth
New York
$460
WIM
530
Westside Investment Management
California
$418
CFG
531
Clayton Financial Group
Missouri
$335
FMP
532
Financial Management Professionals
Texas
$334
MCA
533
McGuire Capital Advisors
Oklahoma
$334
GK
534
Graney & King
New York
$288
WWMSC
535
Wagner Wealth Management (South Carolina)
South Carolina
$284
CP
536
Camelot Portfolios
Ohio
$251
NB
537
NBT Bank
New York
$251
NA
538
Networth Advisors
Pennsylvania
$230
CCMI
539
Creative Capital Management Investments
California
$188
CFG
540
Chapman Financial Group
Hawaii
$147
MCA
541
Maryland Capital Advisors
Maryland
$126
TAM
542
Tucker Asset Management
Colorado
$42
GCM
543
Gunpowder Capital Management
Maryland
$42
TFA
544
Transamerica Financial Advisors
Florida
$40
CFO
545
Cambient Family Office
Michigan
$13
RCM
546
Raleigh Capital Management
North Carolina
$8
KG
547
Kilter Group
New York
$2
Jane Street
548
Jane Street
New York
SWP
549
Stratos Wealth Partners
Ohio
FWM
550
Forza Wealth Management
Florida