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Schwab US REIT ETF

536 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, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
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
Tudor Investment Corp
551
Tudor Investment Corp
Connecticut
PPWM
552
Perissos Private Wealth Management
Oklahoma
BJL
553
Brighton Jones LLC
Washington
CWA
554
Cura Wealth Advisors
Illinois
B
555
Bensler
Washington
MGW
556
MB Generational Wealth
Washington
Pathstone Holdings
557
Pathstone Holdings
New Jersey
SWA
558
Sax Wealth Advisors
New Jersey
DW
559
Dodds Wealth
Colorado
HWA
560
Heartwood Wealth Advisors
Virginia
CIR
561
Clear Investment Research
Georgia
FFWM
562
Future Financial Wealth Management
Ohio
ASN
563
Advisory Services Network
Georgia
CCM
564
Cloud Capital Management
Washington
BTI
565
Blue Trust Inc
Georgia
PAM
566
Palisade Asset Management
Minnesota
B
567
Birchbrook
Maine
WANY
568
Wealthspire Advisors (New York)
New York
TCOV
569
Trust Company of Vermont
Vermont
TC
570
Truvestments Capital
Florida
MSG
571
Main Street Group
Virginia
FCAS
572
First Command Advisory Services
Texas
MA
573
Marquette Associates
Illinois
GWSG
574
GPS Wealth Strategies Group
Colorado
MAM
575
MMA Asset Management
Pennsylvania