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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
B
576
Birchbrook
Maine
WANY
577
Wealthspire Advisors (New York)
New York
TCOV
578
Trust Company of Vermont
Vermont
TC
579
Truvestments Capital
Florida
MSG
580
Main Street Group
Virginia
FCAS
581
First Command Advisory Services
Texas
MA
582
Marquette Associates
Illinois
GWSG
583
GPS Wealth Strategies Group
Colorado
MAM
584
MMA Asset Management
Pennsylvania
EB
585
Eastern Bank
Massachusetts
KHC
586
Koesten Hirschmann & Crabtree
Kansas
AAS
587
Ameritas Advisory Services
Nebraska
DRP
588
Decker Retirement Planning
Utah
KWM
589
Kiker Wealth Management
Georgia
CCM
590
Chilton Capital Management
Texas
FDCP
591
Foster Dykema Cabot & Partners
Massachusetts
MCA
592
Midwest Capital Advisors
Michigan
DWM
593
Dogwood Wealth Management
Kansas
HWP
594
Highline Wealth Partners
California
GWSA
595
Global Wealth Strategies & Associates
Colorado
FFA
596
Founders Financial Alliance
North Carolina
HWM
597
HighMark Wealth Management
Minnesota
OC
598
Oakworth Capital
Alabama
PIP
599
Peachtree Investment Partners
Florida
CFS
600
Compass Financial Services
Iowa