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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
101
Koss-Olinger Consulting
Florida
$2.23M
MAS
102
Madden Advisory Services
Florida
$2.23M
BA
103
Ballast Advisors
Minnesota
$2.19M
BC
104
Brio Consultants
California
$2.09M
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$2.06M
MOS
106
MGO One Seven
Ohio
$2.03M
AC
107
AWM Capital
Arizona
$2.02M
CFP
108
Cascade Financial Partners
California
$1.97M
GWM
109
Geneos Wealth Management
Colorado
$1.97M
AAS
110
Avantax Advisory Services
Texas
$1.96M
FA
111
FC Advisory
Pennsylvania
$1.94M
PIMG
112
Patriot Investment Management Group
Tennessee
$1.91M
CAM
113
Cresset Asset Management
Illinois
$1.88M
MWM
114
Modera Wealth Management
New Jersey
$1.87M
HWA
115
HHM Wealth Advisors
Tennessee
$1.81M
JFGLC
116
Johnson Financial Group LLC (Colorado)
Colorado
$1.81M
MCM
117
MAI Capital Management
Ohio
$1.81M
LWMNY
118
Landmark Wealth Management (New York)
New York
$1.78M
BDF
119
Black Diamond Financial
Maryland
$1.73M
AWA
120
Alaska Wealth Advisors
Alaska
$1.72M
ISWM
121
Independent Solutions Wealth Management
New York
$1.72M
SF
122
Summit Financial
New Jersey
$1.69M
SWM
123
Stockman Wealth Management
Montana
$1.67M
VCM
124
Vivaldi Capital Management
Illinois
$1.62M
SOADOR
125
State of Alaska Department of Revenue
Alaska
$1.61M