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Schwab US REIT ETF

563 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, 221 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

1% more funds holding

Funds holding: 555563 (+8)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
563
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
6.94%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$4.44M +$286K +13,046 +7%
HighTower Advisors
77
HighTower Advisors
Illinois
$4.43M +$397K +18,089 +10%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$4.09M -$2.95M -134,486 -41%
AssetMark Inc
79
AssetMark Inc
California
$3.98M -$29.7K -1,355 -0.7%
OFG
80
Omega Financial Group
California
$3.87M -$284K -12,939 -7%
MFT
81
Moisand Fitzgerald Tamayo
Florida
$3.66M -$54.6K -2,489 -1%
RWA
82
Rooted Wealth Advisors
Illinois
$3.66M +$224K +10,238 +7%
PWM
83
Perigon Wealth Management
California
$3.63M +$417K +19,033 +13%
BCI
84
Brinker Capital Investments
Pennsylvania
$3.6M +$1.54M +70,132 +72%
SP
85
SWS Partners
Ohio
$3.55M -$53.3K -2,432 -1%
EWM
86
Empirical Wealth Management
Washington
$3.48M -$95.3K -4,346 -3%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$3.45M +$3.52M +160,588 New
BF
88
Brooklyn FI
New York
$3.35M +$25.3K +1,152 +0.7%
LIA
89
LifePlan Investment Advisors
North Carolina
$3.24M -$37.1K -1,694 -1%
CA
90
Clearstead Advisors
Ohio
$3.23M +$504 +23 +0%
FWP
91
Flatrock Wealth Partners
California
$3.19M +$86.5K +3,947 +3%
Raymond James Financial
92
Raymond James Financial
Florida
$3.1M -$101K -4,589 -3%
BA
93
Ballast Advisors
Minnesota
$2.71M +$236K +10,746 +9%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$2.67M +$1.27M +58,129 +88%
SWM
95
Sagace Wealth Management
Florida
$2.65M -$24K -1,093 -0.9%
GFP
96
Guardian Financial Partners
California
$2.63M -$152K -6,951 -5%
GMA
97
Glassy Mountain Advisors
Maryland
$2.61M +$157K +7,165 +6%
SIA
98
SGL Investment Advisors
Montana
$2.57M +$256K +11,697 +12%
BAMG
99
Brand Asset Management Group
Missouri
$2.55M -$470K -21,422 -15%
Barclays
100
Barclays
United Kingdom
$2.54M +$2.6M +118,383 New