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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$3.6M
EWM
77
Empirical Wealth Management
Washington
$3.45M
RH
78
RFG Holdings
Texas
$3.34M
BF
79
Brooklyn FI
New York
$3.33M
CWM
80
Congress Wealth Management
Massachusetts
$3.21M
JCIA
81
Jackson Creek Investment Advisors
Colorado
$3.17M
EP
82
EPIQ Partners
Minnesota
$3.14M
SP
83
SWS Partners
Ohio
$3.04M
PWM
84
Perigon Wealth Management
California
$2.97M
CA
85
CoreCap Advisors
Michigan
$2.96M
TYCC
86
Texas Yale Capital Corp
Florida
$2.94M
CWM
87
CIBC World Markets
New York
$2.9M
LIA
88
LifePlan Investment Advisors
North Carolina
$2.81M
MT
89
Midwest Trust
Kansas
$2.77M
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.77M
GMA
91
Glassy Mountain Advisors
Maryland
$2.69M
GFP
92
Guardian Financial Partners
California
$2.59M
SC
93
Schoolcraft Capital
Colorado
$2.59M
JFG
94
JMG Financial Group
Illinois
$2.58M
KBFS
95
Kohmann Bosshard Financial Services
Ohio
$2.57M
Bank of America
96
Bank of America
North Carolina
$2.53M
PCWA
97
Pacific Capital Wealth Advisors
California
$2.5M
SWM
98
Sagace Wealth Management
Florida
$2.44M
AWM
99
Apollon Wealth Management
South Carolina
$2.36M
FCIM
100
Fairview Capital Investment Management
California
$2.26M