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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$2.52M
Bank of America
102
Bank of America
North Carolina
$2.5M
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.42M
SWM
104
Sagace Wealth Management
Florida
$2.38M
FCIM
105
Fairview Capital Investment Management
California
$2.31M
JFGLC
106
Johnson Financial Group LLC (Colorado)
Colorado
$2.29M
ACA
107
Atlas Capital Advisors
Wyoming
$2.28M
GFP
108
Guardian Financial Partners
California
$2.28M
KOC
109
Koss-Olinger Consulting
Florida
$2.27M
BC
110
Brio Consultants
California
$2.22M
MAS
111
Madden Advisory Services
Florida
$2.2M
BA
112
Ballast Advisors
Minnesota
$2.2M
AC
113
AWM Capital
Arizona
$2.06M
AAS
114
Avantax Advisory Services
Texas
$2.05M
CFP
115
Cascade Financial Partners
California
$2.04M
DCM
116
Davis Capital Management
Florida
$1.99M
MOS
117
MGO One Seven
Ohio
$1.97M
PIMG
118
Patriot Investment Management Group
Tennessee
$1.96M
HWA
119
HHM Wealth Advisors
Tennessee
$1.92M
CAM
120
Cresset Asset Management
Illinois
$1.91M
MWM
121
Modera Wealth Management
New Jersey
$1.9M
MCM
122
MAI Capital Management
Ohio
$1.84M
LWMNY
123
Landmark Wealth Management (New York)
New York
$1.79M
AWA
124
Alaska Wealth Advisors
Alaska
$1.77M
SOADOR
125
State of Alaska Department of Revenue
Alaska
$1.74M