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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
SMC
76
Smith, Moore & Co
Missouri
$4.44M
HighTower Advisors
77
HighTower Advisors
Illinois
$4.43M
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$4.09M
AssetMark Inc
79
AssetMark Inc
California
$3.98M
OFG
80
Omega Financial Group
California
$3.87M
MFT
81
Moisand Fitzgerald Tamayo
Florida
$3.66M
RWA
82
Rooted Wealth Advisors
Illinois
$3.66M
PWM
83
Perigon Wealth Management
California
$3.63M
BCI
84
Brinker Capital Investments
Pennsylvania
$3.6M
SP
85
SWS Partners
Ohio
$3.55M
EWM
86
Empirical Wealth Management
Washington
$3.48M
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$3.45M
BF
88
Brooklyn FI
New York
$3.35M
LIA
89
LifePlan Investment Advisors
North Carolina
$3.24M
CA
90
Clearstead Advisors
Ohio
$3.23M
FWP
91
Flatrock Wealth Partners
California
$3.19M
Raymond James Financial
92
Raymond James Financial
Florida
$3.1M
BA
93
Ballast Advisors
Minnesota
$2.71M
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$2.67M
SWM
95
Sagace Wealth Management
Florida
$2.65M
GFP
96
Guardian Financial Partners
California
$2.63M
GMA
97
Glassy Mountain Advisors
Maryland
$2.61M
SIA
98
SGL Investment Advisors
Montana
$2.57M
BAMG
99
Brand Asset Management Group
Missouri
$2.55M
Barclays
100
Barclays
United Kingdom
$2.54M