We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

563 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

1% more funds holding

Funds holding: 555563 (+8)

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
563
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
6.94%
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
VCP
51
Vista Capital Partners
Oregon
$7.43M -$97.9K -4,467 -1%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$7.15M -$2.3K -105 -0%
Osaic Holdings
53
Osaic Holdings
Arizona
$6.86M +$916K +41,796 +15%
PCM
54
Passive Capital Management
Maryland
$6.7M +$264K +12,024 +4%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$6.4M -$2.46M -112,408 -27%
UBS AM
56
UBS AM
Illinois
$6.32M +$277K +12,616 +4%
TRCT
57
Tower Research Capital (TRC)
New York
$6.14M +$3.94M +179,689 +169%
WCFP
58
White & Co Financial Planning
Washington
$6M +$587K +26,759 +11%
ULWM
59
Upper Left Wealth Management
Florida
$5.99M +$450K +20,524 +8%
CA
60
CoreCap Advisors
Michigan
$5.69M +$669K +30,506 +13%
W
61
WealthCollab
Washington
$5.62M +$30K +1,370 +0.5%
TYCC
62
Texas Yale Capital Corp
Florida
$5.44M +$38.4K +1,752 +0.7%
Bank of America
63
Bank of America
North Carolina
$5.36M -$1.52M -69,148 -22%
AAS
64
Asset Allocation Strategies
Michigan
$5.34M +$131K +5,967 +2%
CPWM
65
Cypress Point Wealth Management
Texas
$4.98M +$441K +20,101 +9%
EWP
66
Elevation Wealth Partners
California
$4.97M +$186K +8,470 +4%
WF
67
Williams Financial
Vermont
$4.94M -$22.4K -1,024 -0.4%
AP
68
Appleton Partners
Massachusetts
$4.92M +$122K +5,572 +2%
SG
69
Stanich Group
New York
$4.88M +$365K +16,653 +8%
FFP
70
Frisco Financial Planning
Texas
$4.76M +$176K +8,045 +4%
PFA
71
Pure Financial Advisors
California
$4.75M +$306K +13,978 +7%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$4.71M -$1.99M -90,798 -30%
GSWA
73
Good Steward Wealth Advisors
Tennessee
$4.69M +$34.4K +1,571 +0.7%
FA
74
Fiduciary Alliance
South Carolina
$4.63M +$192K +8,770 +5%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$4.47M -$159K -7,240 -3%