SCHH icon

Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
AFA
51
Amicus Financial Advisors
Texas
$7.24M
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$7.12M
Wealthfront Advisers
53
Wealthfront Advisers
California
$7.09M
Neuberger Berman Group
54
Neuberger Berman Group
New York
$6.95M
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$6.78M
Jones Financial Companies
56
Jones Financial Companies
Missouri
$6.72M
Bank of America
57
Bank of America
North Carolina
$6.65M
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$6.43M
PCM
59
Passive Capital Management
Maryland
$6.26M
UBS AM
60
UBS AM
Illinois
$5.88M
Osaic Holdings
61
Osaic Holdings
Arizona
$5.79M
W
62
WealthCollab
Washington
$5.44M
ULWM
63
Upper Left Wealth Management
Florida
$5.39M
WCFP
64
White & Co Financial Planning
Washington
$5.27M
TYCC
65
Texas Yale Capital Corp
Florida
$5.25M
AAS
66
Asset Allocation Strategies
Michigan
$5.06M
CA
67
CoreCap Advisors
Michigan
$4.89M
WF
68
Williams Financial
Vermont
$4.82M
AP
69
Appleton Partners
Massachusetts
$4.67M
EWP
70
Elevation Wealth Partners
California
$4.65M
GSWA
71
Good Steward Wealth Advisors
Tennessee
$4.52M
Baird Financial Group
72
Baird Financial Group
Wisconsin
$4.49M
CPWM
73
Cypress Point Wealth Management
Texas
$4.42M
SG
74
Stanich Group
New York
$4.4M
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$4.35M