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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

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

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
576
Pathstone Holdings
New Jersey
-$213K -9,896 Closed
SWA
577
Sax Wealth Advisors
New Jersey
-$211K -9,788 Closed
DW
578
Dodds Wealth
Colorado
-$206K -9,544 Closed
HWA
579
Heartwood Wealth Advisors
Virginia
-$172K -7,983 Closed
CIR
580
Clear Investment Research
Georgia
-$172K -7,959 Closed
FFWM
581
Future Financial Wealth Management
Ohio
-$84.1K -3,900 Closed
ASN
582
Advisory Services Network
Georgia
-$67.4K -3,126 Closed
CCM
583
Cloud Capital Management
Washington
-$32K -1,500 Closed
BTI
584
Blue Trust Inc
Georgia
-$26.4K -1,223 Closed
PAM
585
Palisade Asset Management
Minnesota
-$24.7K -1,144 Closed
B
586
Birchbrook
Maine
-$22.7K -1,053 Closed
WANY
587
Wealthspire Advisors (New York)
New York
-$19.8K -918 Closed
TCOV
588
Trust Company of Vermont
Vermont
-$16.1K -748 Closed
TC
589
Truvestments Capital
Florida
-$12.7K -588 Closed
MSG
590
Main Street Group
Virginia
-$8.2K -380 Closed
FCAS
591
First Command Advisory Services
Texas
-$7.31K -339 Closed
MA
592
Marquette Associates
Illinois
-$6.41K -297 Closed
GWSG
593
GPS Wealth Strategies Group
Colorado
-$6.02K -279 Closed
MAM
594
MMA Asset Management
Pennsylvania
-$5.9K -274 Closed
EB
595
Eastern Bank
Massachusetts
-$4.94K -229 Closed
KHC
596
Koesten Hirschmann & Crabtree
Kansas
-$3.45K -160 Closed
AAS
597
Ameritas Advisory Services
Nebraska
-$2.75K -127 Closed
DRP
598
Decker Retirement Planning
Utah
-$2.27K -105 Closed
KWM
599
Kiker Wealth Management
Georgia
-$1.64K -76 Closed
CCM
600
Chilton Capital Management
Texas
-$1.51K -70 Closed