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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$3.39M
VCP
77
Vista Capital Partners
Oregon
$3.37M
RH
78
RFG Holdings
Texas
$3.34M
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$3.31M
JCIA
80
Jackson Creek Investment Advisors
Colorado
$3.25M
RWA
81
Rooted Wealth Advisors
Illinois
$3.25M
CWM
82
Congress Wealth Management
Massachusetts
$3.23M
CWM
83
CIBC World Markets
New York
$3.21M
Baird Financial Group
84
Baird Financial Group
Wisconsin
$3.2M
AWM
85
Apollon Wealth Management
South Carolina
$3.12M
SP
86
SWS Partners
Ohio
$3.07M
PWM
87
Perigon Wealth Management
California
$3.04M
EP
88
EPIQ Partners
Minnesota
$2.88M
LIA
89
LifePlan Investment Advisors
North Carolina
$2.84M
TYCC
90
Texas Yale Capital Corp
Florida
$2.84M
SC
91
Schoolcraft Capital
Colorado
$2.83M
FCI
92
Financial Counselors Inc
Kansas
$2.81M
CA
93
CoreCap Advisors
Michigan
$2.8M
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$2.73M
BF
95
Brooklyn FI
New York
$2.73M
GMA
96
Glassy Mountain Advisors
Maryland
$2.72M
PCWA
97
Pacific Capital Wealth Advisors
California
$2.67M
JFG
98
JMG Financial Group
Illinois
$2.6M
BDF
99
Black Diamond Financial
Maryland
$2.57M
Jane Street
100
Jane Street
New York
$2.52M