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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 538555 (+17)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+17
Holders Change %
+3.16%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
91
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
51
Amicus Financial Advisors
Texas
$7.24M +$7.35M +346,737 New
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$7.12M +$976K +46,010 +16%
Wealthfront Advisers
53
Wealthfront Advisers
California
$7.09M -$6.39M -301,461 -47%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$6.95M -$25.3K -1,191 -0.4%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$6.78M +$700K +33,016 +11%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$6.72M +$409K +19,303 +6%
Bank of America
57
Bank of America
North Carolina
$6.65M +$3.91M +184,233 +137%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$6.43M -$321K -15,142 -5%
PCM
59
Passive Capital Management
Maryland
$6.26M +$384K +18,101 +6%
UBS AM
60
UBS AM
Illinois
$5.88M +$5.97M +281,389 New
Osaic Holdings
61
Osaic Holdings
Arizona
$5.79M +$1M +47,336 +21%
W
62
WealthCollab
Washington
$5.44M +$43.1K +2,034 +0.8%
ULWM
63
Upper Left Wealth Management
Florida
$5.39M +$721K +33,999 +15%
WCFP
64
White & Co Financial Planning
Washington
$5.27M -$3.75K -177 -0.1%
TYCC
65
Texas Yale Capital Corp
Florida
$5.25M +$1.61M +76,023 +43%
AAS
66
Asset Allocation Strategies
Michigan
$5.06M +$260K +12,282 +5%
CA
67
CoreCap Advisors
Michigan
$4.89M +$361K +17,019 +8%
WF
68
Williams Financial
Vermont
$4.82M +$4.9M +230,952 New
AP
69
Appleton Partners
Massachusetts
$4.67M +$228K +10,747 +5%
EWP
70
Elevation Wealth Partners
California
$4.65M +$364K +17,190 +8%
GSWA
71
Good Steward Wealth Advisors
Tennessee
$4.52M +$4.59M +216,475 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$4.49M +$52.3K +2,466 +1%
FFP
73
Frisco Financial Planning
Texas
$4.46M +$287K +13,554 +7%
CPWM
74
Cypress Point Wealth Management
Texas
$4.42M +$348K +16,402 +8%
SG
75
Stanich Group
New York
$4.4M +$303K +14,281 +7%