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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$6.11M
SWA
52
Stratos Wealth Advisors
Ohio
$5.58M
Jones Financial Companies
53
Jones Financial Companies
Missouri
$5.54M
W
54
WealthCollab
Washington
$5.48M
PCM
55
Passive Capital Management
Maryland
$5.47M
UBS AM
56
UBS AM
Illinois
$5.26M
WCFP
57
White & Co Financial Planning
Washington
$5.24M
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$5.14M
Morgan Stanley
59
Morgan Stanley
New York
$5.09M
ULWM
60
Upper Left Wealth Management
Florida
$4.84M
MNA
61
Manning & Napier Advisors
New York
$4.82M
MFT
62
Moisand Fitzgerald Tamayo
Florida
$4.67M
AP
63
Appleton Partners
Massachusetts
$4.44M
OFG
64
Omega Financial Group
California
$4.43M
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$4.35M
AAS
66
Asset Allocation Strategies
Michigan
$4.3M
GWM
67
Geneos Wealth Management
Colorado
$4.16M
EWP
68
Elevation Wealth Partners
California
$4.03M
FA
69
Fiduciary Alliance
South Carolina
$4.03M
PFA
70
Pure Financial Advisors
California
$4.02M
GBT
71
Grove Bank & Trust
Florida
$3.73M
SMC
72
Smith, Moore & Co
Missouri
$3.69M
HighTower Advisors
73
HighTower Advisors
Illinois
$3.62M
CPWM
74
Cypress Point Wealth Management
Texas
$3.59M
PCIA
75
Prime Capital Investment Advisors
Kansas
$3.54M