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Schwab US REIT ETF

564 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 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Portus Wealth Advisors
North Carolina
$408 +$417 +19 New
FFA
552
Frazier Financial Advisors
Ohio
$350 -$2.89K -132 -89%
FMP
553
Financial Management Professionals
Texas
$344
MCA
554
McGuire Capital Advisors
Oklahoma
$344
CCMI
555
Creative Capital Management Investments
California
$344 +$153 +7 +78%
GK
556
Graney & King
New York
$297
NB
557
NBT Bank
New York
$258 -$197 -9 -43%
BFO
558
Biltmore Family Office
North Carolina
$150 +$153 +7 New
FWP
559
FAS Wealth Partners
Kansas
$121 -$395 -18 -75%
VAI
560
Vanguard Advisers Inc
Pennsylvania
$79 +$88 +4 New
VA
561
Vestwell Advisors
New York
$60
GCM
562
Gunpowder Capital Management
Maryland
$43
TFA
563
Transamerica Financial Advisors
Florida
$41 -$22 -1 -50%
KPP
564
Kings Path Partners
Texas
$18
CFO
565
Cambient Family Office
Michigan
$14
RCM
566
Raleigh Capital Management
North Carolina
$8
SFP
567
Strategic Financial Planning
Texas
-$10.1M -483,962 Closed
SWA
568
Stratos Wealth Advisors
Ohio
-$3.4M -162,591 Closed
FA
569
Fiducient Advisors
Illinois
-$2.12M -101,312 Closed
RIG
570
Ramiah Investment Group
Wisconsin
-$1.99M -95,490 Closed
Lido Advisors
571
Lido Advisors
California
-$1.79M -83,161 Closed
GS
572
GTS Securities
New York
-$1.39M -66,762 Closed
JWS
573
Juncture Wealth Strategies
Arizona
-$672K -32,174 Closed
PAS
574
Park Avenue Securities
New York
-$540K -25,844 Closed
N
575
Natixis
France
-$496K -23,601 Closed