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Schwab US REIT ETF

560 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, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
LWMNY
101
Landmark Wealth Management (New York)
New York
$2.48M
BWA
102
BlueSky Wealth Advisors
North Carolina
$2.46M
CBU
103
CIBC Bancorp USA
Illinois
$2.44M
HF
104
HRT Financial
New York
$2.42M
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$2.42M
VCM
106
Vivaldi Capital Management
Illinois
$2.39M
JFG
107
JMG Financial Group
Illinois
$2.36M
MAS
108
Madden Advisory Services
Florida
$2.33M
BC
109
Brio Consultants
California
$2.32M
KOC
110
Koss-Olinger Consulting
Florida
$2.28M
MT
111
Midwest Trust
Kansas
$2.28M
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$2.25M
SC
113
Schoolcraft Capital
Colorado
$2.24M
MOS
114
MGO One Seven
Ohio
$2.23M
BDF
115
Black Diamond Financial
Maryland
$2.23M
JFGLC
116
Johnson Financial Group LLC (Colorado)
Colorado
$2.18M
AWA
117
Alaska Wealth Advisors
Alaska
$2.17M
FA
118
FC Advisory
Pennsylvania
$2.17M
GAM
119
Gotham Asset Management
New York
$2.13M
DCM
120
Davis Capital Management
Florida
$2.12M
EP
121
EPIQ Partners
Minnesota
$2.09M
AC
122
AWM Capital
Arizona
$2.08M
WFP
123
Wrenne Financial Planning
Kentucky
$2.08M
SF
124
Summit Financial
New Jersey
$2.05M
BFG
125
Bleakley Financial Group
New Jersey
$2.05M