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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
CIR
576
Clear Investment Research
Georgia
FFWM
577
Future Financial Wealth Management
Ohio
ASN
578
Advisory Services Network
Georgia
CCM
579
Cloud Capital Management
Washington
BTI
580
Blue Trust Inc
Georgia
PAM
581
Palisade Asset Management
Minnesota
B
582
Birchbrook
Maine
WANY
583
Wealthspire Advisors (New York)
New York
TCOV
584
Trust Company of Vermont
Vermont
TC
585
Truvestments Capital
Florida
MSG
586
Main Street Group
Virginia
FCAS
587
First Command Advisory Services
Texas
MA
588
Marquette Associates
Illinois
GWSG
589
GPS Wealth Strategies Group
Colorado
MAM
590
MMA Asset Management
Pennsylvania
EB
591
Eastern Bank
Massachusetts
KHC
592
Koesten Hirschmann & Crabtree
Kansas
AAS
593
Ameritas Advisory Services
Nebraska
DRP
594
Decker Retirement Planning
Utah
KWM
595
Kiker Wealth Management
Georgia
CCM
596
Chilton Capital Management
Texas
FDCP
597
Foster Dykema Cabot & Partners
Massachusetts
MCA
598
Midwest Capital Advisors
Michigan
DWM
599
Dogwood Wealth Management
Kansas
HWP
600
Highline Wealth Partners
California