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Schwab US REIT ETF

559 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, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
51
Vista Capital Partners
Oregon
$7.43M
Neuberger Berman Group
52
Neuberger Berman Group
New York
$7.15M
Osaic Holdings
53
Osaic Holdings
Arizona
$6.86M
PCM
54
Passive Capital Management
Maryland
$6.7M
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$6.4M
UBS AM
56
UBS AM
Illinois
$6.32M
TRCT
57
Tower Research Capital (TRC)
New York
$6.14M
WCFP
58
White & Co Financial Planning
Washington
$6M
ULWM
59
Upper Left Wealth Management
Florida
$5.99M
CA
60
CoreCap Advisors
Michigan
$5.69M
W
61
WealthCollab
Washington
$5.62M
TYCC
62
Texas Yale Capital Corp
Florida
$5.44M
Bank of America
63
Bank of America
North Carolina
$5.36M
AAS
64
Asset Allocation Strategies
Michigan
$5.34M
CPWM
65
Cypress Point Wealth Management
Texas
$4.98M
EWP
66
Elevation Wealth Partners
California
$4.97M
WF
67
Williams Financial
Vermont
$4.94M
AP
68
Appleton Partners
Massachusetts
$4.92M
SG
69
Stanich Group
New York
$4.88M
FFP
70
Frisco Financial Planning
Texas
$4.76M
PFA
71
Pure Financial Advisors
California
$4.75M
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$4.71M
GSWA
73
Good Steward Wealth Advisors
Tennessee
$4.69M
FA
74
Fiduciary Alliance
South Carolina
$4.63M
Baird Financial Group
75
Baird Financial Group
Wisconsin
$4.47M