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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
CFO
551
Cambient Family Office
Michigan
$13
RCM
552
Raleigh Capital Management
North Carolina
$8
KG
553
Kilter Group
New York
$2
Jane Street
554
Jane Street
New York
SWP
555
Stratos Wealth Partners
Ohio
FWM
556
Forza Wealth Management
Florida
TWM
557
Tanglewood Wealth Management
Texas
GKWIM
558
Gerber Kawasaki Wealth & Investment Management
California
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
ATC
560
Advantage Trust Company
Kansas
FIA
561
Foundations Investment Advisors
Arizona
KLI
562
Kelman-Lazarov Inc
Tennessee
ACA
563
Ascension Capital Advisors
Texas
XT
564
XTX Topco
Cayman Islands
FLFS
565
Family Legacy Financial Solutions
North Carolina
Tudor Investment Corp
566
Tudor Investment Corp
Connecticut
PPWM
567
Perissos Private Wealth Management
Oklahoma
BJL
568
Brighton Jones LLC
Washington
CWA
569
Cura Wealth Advisors
Illinois
B
570
Bensler
Washington
MGW
571
MB Generational Wealth
Washington
Pathstone Holdings
572
Pathstone Holdings
New Jersey
SWA
573
Sax Wealth Advisors
New Jersey
DW
574
Dodds Wealth
Colorado
HWA
575
Heartwood Wealth Advisors
Virginia