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Schwab US REIT ETF

563 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, 221 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
TFG
526
Team Financial Group
California
$1.58K
JWA
527
JFS Wealth Advisors
Pennsylvania
$1.5K
HC
528
Hurley Capital
New York
$1.48K
SL
529
Salomon & Ludwin
Virginia
$1.47K
1NWS
530
1 North Wealth Services
Maryland
$1.35K
ATPW
531
Ashton Thomas Private Wealth
Arizona
$1.35K
KCM
532
Key Capital Management
Tennessee
$1.35K
PB
533
Prosperity Bancshares
Texas
$1.33K
GWS
534
Greykasell Wealth Strategies
California
$1.31K
CB
535
Community Bank
New York
$1.27K
KFA
536
Kelleher Financial Advisors
New York
$1.15K
EP
537
Essential Partners
California
$1.1K
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05K
GPFA
539
Game Plan Financial Advisors
Ohio
$1.05K
LWMI
540
Legacy Wealth Management (Idaho)
Idaho
$925
SC
541
Solstein Capital
California
$860
GIA
542
GHP Investment Advisors
Colorado
$860
MIM
543
MTM Investment Management
South Carolina
$838
RIAS
544
Rachor Investment Advisory Services
Michigan
$822
CFG
545
Clayton Financial Group
Missouri
$798
WWMSC
546
Wagner Wealth Management (South Carolina)
South Carolina
$702
PGAM
547
Princeton Global Asset Management
New Jersey
$645
DF
548
Dunhill Financial
United Kingdom
$558
WIM
549
Westside Investment Management
California
$430
NA
550
Networth Advisors
Pennsylvania
$408