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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$7.12M
Wealthfront Advisers
52
Wealthfront Advisers
California
$7.09M
Neuberger Berman Group
53
Neuberger Berman Group
New York
$6.95M
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$6.78M
Jones Financial Companies
55
Jones Financial Companies
Missouri
$6.72M
Bank of America
56
Bank of America
North Carolina
$6.65M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$6.43M
PCM
58
Passive Capital Management
Maryland
$6.26M
UBS AM
59
UBS AM
Illinois
$5.88M
Osaic Holdings
60
Osaic Holdings
Arizona
$5.79M
W
61
WealthCollab
Washington
$5.44M
ULWM
62
Upper Left Wealth Management
Florida
$5.39M
WCFP
63
White & Co Financial Planning
Washington
$5.27M
TYCC
64
Texas Yale Capital Corp
Florida
$5.25M
AAS
65
Asset Allocation Strategies
Michigan
$5.06M
CA
66
CoreCap Advisors
Michigan
$4.89M
WF
67
Williams Financial
Vermont
$4.82M
AP
68
Appleton Partners
Massachusetts
$4.67M
EWP
69
Elevation Wealth Partners
California
$4.65M
GSWA
70
Good Steward Wealth Advisors
Tennessee
$4.52M
Baird Financial Group
71
Baird Financial Group
Wisconsin
$4.49M
CPWM
72
Cypress Point Wealth Management
Texas
$4.42M
SG
73
Stanich Group
New York
$4.4M
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$4.35M
PFA
75
Pure Financial Advisors
California
$4.33M