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Schwab US REIT ETF

537 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, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
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
FLFS
551
Family Legacy Financial Solutions
North Carolina
Tudor Investment Corp
552
Tudor Investment Corp
Connecticut
PPWM
553
Perissos Private Wealth Management
Oklahoma
BJL
554
Brighton Jones LLC
Washington
CWA
555
Cura Wealth Advisors
Illinois
B
556
Bensler
Washington
MGW
557
MB Generational Wealth
Washington
Pathstone Holdings
558
Pathstone Holdings
New Jersey
SWA
559
Sax Wealth Advisors
New Jersey
DW
560
Dodds Wealth
Colorado
HWA
561
Heartwood Wealth Advisors
Virginia
CIR
562
Clear Investment Research
Georgia
FFWM
563
Future Financial Wealth Management
Ohio
ASN
564
Advisory Services Network
Georgia
CCM
565
Cloud Capital Management
Washington
BTI
566
Blue Trust Inc
Georgia
PAM
567
Palisade Asset Management
Minnesota
B
568
Birchbrook
Maine
WANY
569
Wealthspire Advisors (New York)
New York
TCOV
570
Trust Company of Vermont
Vermont
TC
571
Truvestments Capital
Florida
MSG
572
Main Street Group
Virginia
FCAS
573
First Command Advisory Services
Texas
MA
574
Marquette Associates
Illinois
GWSG
575
GPS Wealth Strategies Group
Colorado