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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

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

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
551
Tucker Asset Management
Colorado
$42
GCM
552
Gunpowder Capital Management
Maryland
$42 +$42 +2 New
TFA
553
Transamerica Financial Advisors
Florida
$40
KPP
554
Kings Path Partners
Texas
$18
CFO
555
Cambient Family Office
Michigan
$13 +$21 +1 New
RCM
556
Raleigh Capital Management
North Carolina
$8
KG
557
Kilter Group
New York
$2 -$212 -10 Closed
Jane Street
558
Jane Street
New York
-$1.27M -58,897 Closed
SWP
559
Stratos Wealth Partners
Ohio
-$828K -38,373 Closed
FWM
560
Forza Wealth Management
Florida
-$769K -35,633 Closed
TWM
561
Tanglewood Wealth Management
Texas
-$615K -28,507 Closed
GKWIM
562
Gerber Kawasaki Wealth & Investment Management
California
-$483K -22,396 Closed
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
-$456K -21,156 Closed
ATC
564
Advantage Trust Company
Kansas
-$340K -15,740 Closed
FIA
565
Foundations Investment Advisors
Arizona
-$317K -14,717 Closed
KLI
566
Kelman-Lazarov Inc
Tennessee
-$291K -13,476 Closed
ACA
567
Ascension Capital Advisors
Texas
-$243K -11,244 Closed
XT
568
XTX Topco
Cayman Islands
-$235K -10,898 Closed
FLFS
569
Family Legacy Financial Solutions
North Carolina
-$232K -10,743 Closed
Tudor Investment Corp
570
Tudor Investment Corp
Connecticut
-$229K -10,621 Closed
PPWM
571
Perissos Private Wealth Management
Oklahoma
-$223K -10,329 Closed
BJL
572
Brighton Jones LLC
Washington
-$219K -10,175 Closed
CWA
573
Cura Wealth Advisors
Illinois
-$218K -10,092 Closed
B
574
Bensler
Washington
-$217K -10,051 Closed
MGW
575
MB Generational Wealth
Washington
-$217K -10,047 Closed