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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
LWMNY
101
Landmark Wealth Management (New York)
New York
$2.48M +$459K +20,956 +22%
BWA
102
BlueSky Wealth Advisors
North Carolina
$2.46M -$20M -912,465 -89%
CBU
103
CIBC Bancorp USA
Illinois
$2.44M +$2.49M +113,537 New
HF
104
HRT Financial
New York
$2.42M +$2.47M +112,814 New
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$2.42M -$2.02M -92,281 -45%
VCM
106
Vivaldi Capital Management
Illinois
$2.39M +$138K +6,300 +6%
JFG
107
JMG Financial Group
Illinois
$2.36M -$148K -6,734 -6%
MAS
108
Madden Advisory Services
Florida
$2.33M
BC
109
Brio Consultants
California
$2.32M -$91K -4,151 -4%
KOC
110
Koss-Olinger Consulting
Florida
$2.28M +$12.5K +568 +0.5%
MT
111
Midwest Trust
Kansas
$2.28M
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$2.25M -$388K -17,707 -14%
SC
113
Schoolcraft Capital
Colorado
$2.24M -$5.06K -231 -0.2%
MOS
114
MGO One Seven
Ohio
$2.23M -$21.1K -964 -0.9%
BDF
115
Black Diamond Financial
Maryland
$2.23M +$140K +6,366 +7%
JFGLC
116
Johnson Financial Group LLC (Colorado)
Colorado
$2.18M -$609K -27,785 -22%
AWA
117
Alaska Wealth Advisors
Alaska
$2.17M +$152K +6,920 +7%
FA
118
FC Advisory
Pennsylvania
$2.17M +$174K +7,916 +8%
GAM
119
Gotham Asset Management
New York
$2.13M -$372K -16,951 -15%
DCM
120
Davis Capital Management
Florida
$2.12M +$74.4K +3,396 +4%
EP
121
EPIQ Partners
Minnesota
$2.09M -$15.5K -709 -0.7%
AC
122
AWM Capital
Arizona
$2.08M +$7.56K +345 +0.4%
WFP
123
Wrenne Financial Planning
Kentucky
$2.08M +$97K +4,424 +5%
SF
124
Summit Financial
New Jersey
$2.05M +$29.1K +1,328 +1%
BFG
125
Bleakley Financial Group
New Jersey
$2.05M +$1.01M +46,125 +94%