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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
101
Koss-Olinger Consulting
Florida
$2.23M
AWM
102
Apollon Wealth Management
South Carolina
$2.23M
BC
103
Brio Consultants
California
$2.19M
MOS
104
MGO One Seven
Ohio
$2.19M
PCWA
105
Pacific Capital Wealth Advisors
California
$2.16M
BDF
106
Black Diamond Financial
Maryland
$2.1M
AC
107
AWM Capital
Arizona
$2.07M
DCM
108
Davis Capital Management
Florida
$2.06M
CFP
109
Cascade Financial Partners
California
$2.01M
FA
110
FC Advisory
Pennsylvania
$2.01M
VCM
111
Vivaldi Capital Management
Illinois
$1.98M
PIMG
112
Patriot Investment Management Group
Tennessee
$1.96M
JP Morgan Chase
113
JP Morgan Chase
New York
$1.94M
CAM
114
Cresset Asset Management
Illinois
$1.93M
FCIM
115
Fairview Capital Investment Management
California
$1.93M
LWMNY
116
Landmark Wealth Management (New York)
New York
$1.93M
MWM
117
Modera Wealth Management
New Jersey
$1.91M
GWM
118
Geneos Wealth Management
Colorado
$1.89M
AWA
119
Alaska Wealth Advisors
Alaska
$1.87M
SWM
120
Stockman Wealth Management
Montana
$1.85M
JFGLC
121
Johnson Financial Group LLC (Colorado)
Colorado
$1.85M
MCM
122
MAI Capital Management
Ohio
$1.85M
HWA
123
HHM Wealth Advisors
Tennessee
$1.84M
RA
124
RFG Advisory
Alabama
$1.81M
RIG
125
Ramiah Investment Group
Wisconsin
$1.79M