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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$6.47M
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$6.36M
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$6.29M
PCM
54
Passive Capital Management
Maryland
$6.08M
BWM
55
Brown Wealth Management
Illinois
$6.06M
MNA
56
Manning & Napier Advisors
New York
$5.77M
BPA
57
Beacon Pointe Advisors
California
$5.7M
W
58
WealthCollab
Washington
$5.57M
WCFP
59
White & Co Financial Planning
Washington
$5.45M
AAS
60
Asset Allocation Strategies
Michigan
$4.96M
Osaic Holdings
61
Osaic Holdings
Arizona
$4.96M
ULWM
62
Upper Left Wealth Management
Florida
$4.83M
CA
63
CoreCap Advisors
Michigan
$4.69M
AP
64
Appleton Partners
Massachusetts
$4.59M
Baird Financial Group
65
Baird Financial Group
Wisconsin
$4.59M
EWP
66
Elevation Wealth Partners
California
$4.43M
PFA
67
Pure Financial Advisors
California
$4.39M
OFG
68
Omega Financial Group
California
$4.28M
SG
69
Stanich Group
New York
$4.23M
CPWM
70
Cypress Point Wealth Management
Texas
$4.21M
FA
71
Fiduciary Alliance
South Carolina
$4.07M
HighTower Advisors
72
HighTower Advisors
Illinois
$3.92M
SMC
73
Smith, Moore & Co
Missouri
$3.81M
MFT
74
Moisand Fitzgerald Tamayo
Florida
$3.79M
TYCC
75
Texas Yale Capital Corp
Florida
$3.78M