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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
RA
576
RFG Advisory
Alabama
-$460K -22,023 Closed
CIP
577
Capital Insight Partners
Arizona
-$427K -20,449 Closed
TPA
578
Trivium Point Advisory
Connecticut
-$412K -19,727 Closed
RDWM
579
Red Door Wealth Management
Tennessee
-$308K -14,738 Closed
MHS
580
M Holdings Securities
Oregon
-$307K -14,712 Closed
QT
581
Quantbot Technologies
New York
-$299K -14,318 Closed
YIH
582
Y-Intercept (HK)
Hong Kong
-$270K -12,931 Closed
PWPS
583
Pinnacle Wealth Planning Services
Ohio
-$264K -12,658 Closed
IA
584
IFG Advisory
Georgia
-$228K -10,892 Closed
RW
585
REDW Wealth
New Mexico
-$219K -10,506 Closed
RSWM
586
Robertson Stephens Wealth Management
California
-$214K -10,250 Closed
BA
587
Bridgewater Advisors
New York
-$220K -10,235 Closed
DT
588
DV Trading
Illinois
-$93.4K -4,470 Closed
CNBTD
589
Citizens National Bank Trust Department
Mississippi
-$63.1K -3,023 Closed
NRC
590
New Republic Capital
North Carolina
-$60.2K -2,880 Closed
BW
591
Bravera Wealth
North Dakota
-$36.7K -1,755 Closed
SA
592
SRH Advisors
Kansas
-$34.7K -1,659 Closed
FHA
593
Flagship Harbor Advisors
Massachusetts
-$26.5K -1,266 Closed
PCG
594
PFC Capital Group
California
-$17K -856 Closed
EA
595
Evolution Advisers
Virginia
-$9K -457 Closed
Bessemer Group
596
Bessemer Group
New Jersey
-$9K -432 Closed
OC
597
Optima Capital
Oregon
-$8.92K -427 Closed
RFG
598
REAP Financial Group
Texas
-$7.45K -357 Closed
POIA
599
Pin Oak Investment Advisors
Texas
-$7K -304 Closed
PFM
600
Phillips Financial Management
Indiana
-$5.97K -286 Closed