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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 538555 (+17)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

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

Holders
555
Holders Change
+17
Holders Change %
+3.16%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
91
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$4.35M +$4.42M +208,393 New
PFA
77
Pure Financial Advisors
California
$4.33M +$72.2K +3,407 +2%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$4.28M +$3.11M +146,722 +253%
Invesco
79
Invesco
Georgia
$4.18M +$4.25M +200,287 New
SMC
80
Smith, Moore & Co
Missouri
$4.04M +$357K +16,847 +10%
FA
81
Fiduciary Alliance
South Carolina
$4.04M +$103K +4,859 +3%
OFG
82
Omega Financial Group
California
$4.03M -$108K -5,106 -3%
HighTower Advisors
83
HighTower Advisors
Illinois
$3.93M +$127K +5,998 +3%
AssetMark Inc
84
AssetMark Inc
California
$3.9M +$533K +25,125 +16%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$3.61M -$61.4K -2,894 -2%
SP
86
SWS Partners
Ohio
$3.5M +$128K +6,056 +4%
EWM
87
Empirical Wealth Management
Washington
$3.48M +$95.5K +4,504 +3%
RH
88
RFG Holdings
Texas
$3.45M -$30.2K -1,422 -0.9%
SWA
89
Stratos Wealth Advisors
Ohio
$3.4M -$257K -12,138 -7%
BF
90
Brooklyn FI
New York
$3.23M -$106K -5,010 -3%
LIA
91
LifePlan Investment Advisors
North Carolina
$3.18M +$92.5K +4,362 +3%
RWA
92
Rooted Wealth Advisors
Illinois
$3.15M +$231K +10,887 +8%
CA
93
Clearstead Advisors
Ohio
$3.14M +$827 +39 +0%
PWM
94
Perigon Wealth Management
California
$3.13M +$85.2K +4,020 +3%
Raymond James Financial
95
Raymond James Financial
Florida
$3.11M -$70.8K -3,338 -2%
CWM
96
CIBC World Markets
New York
$3.07M +$3.12M +147,022 New
FWP
97
Flatrock Wealth Partners
California
$3.02M +$3.07M +144,579 New
BAMG
98
Brand Asset Management Group
Missouri
$2.93M -$463K -21,822 -13%
GFP
99
Guardian Financial Partners
California
$2.7M +$43.4K +2,046 +2%
JFGLC
100
Johnson Financial Group LLC (Colorado)
Colorado
$2.69M +$919K +43,339 +51%