SCHH icon

Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
TWM
551
Tanglewood Wealth Management
Texas
GKWIM
552
Gerber Kawasaki Wealth & Investment Management
California
Kovitz Investment Group Partners
553
Kovitz Investment Group Partners
Illinois
ATC
554
Advantage Trust Company
Kansas
FIA
555
Foundations Investment Advisors
Arizona
KLI
556
Kelman-Lazarov Inc
Tennessee
ACA
557
Ascension Capital Advisors
Texas
XT
558
XTX Topco
Cayman Islands
FLFS
559
Family Legacy Financial Solutions
North Carolina
Tudor Investment Corp
560
Tudor Investment Corp
Connecticut
PPWM
561
Perissos Private Wealth Management
Oklahoma
BJL
562
Brighton Jones LLC
Washington
CWA
563
Cura Wealth Advisors
Illinois
B
564
Bensler
Washington
MGW
565
MB Generational Wealth
Washington
Pathstone Holdings
566
Pathstone Holdings
New Jersey
SWA
567
Sax Wealth Advisors
New Jersey
DW
568
Dodds Wealth
Colorado
HWA
569
Heartwood Wealth Advisors
Virginia
CIR
570
Clear Investment Research
Georgia
FFWM
571
Future Financial Wealth Management
Ohio
ASN
572
Advisory Services Network
Georgia
CCM
573
Cloud Capital Management
Washington
BTI
574
Blue Trust Inc
Georgia
PAM
575
Palisade Asset Management
Minnesota