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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gotham Asset Management
New York
$2.42M
BA
102
Ballast Advisors
Minnesota
$2.41M
GMA
103
Glassy Mountain Advisors
Maryland
$2.39M
MAS
104
Madden Advisory Services
Florida
$2.27M
TRCT
105
Tower Research Capital (TRC)
New York
$2.21M
MT
106
Midwest Trust
Kansas
$2.21M
KOC
107
Koss-Olinger Consulting
Florida
$2.21M
MOS
108
MGO One Seven
Ohio
$2.19M
VCM
109
Vivaldi Capital Management
Illinois
$2.19M
SC
110
Schoolcraft Capital
Colorado
$2.18M
BC
111
Brio Consultants
California
$2.17M
FA
112
Fiducient Advisors
Illinois
$2.12M
SIA
113
SGL Investment Advisors
Montana
$2.11M
AWM
114
Apollon Wealth Management
South Carolina
$2.09M
PCWA
115
Pacific Capital Wealth Advisors
California
$2.09M
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$2.06M
EP
117
EPIQ Partners
Minnesota
$2.05M
BCI
118
Brinker Capital Investments
Pennsylvania
$2.04M
BDF
119
Black Diamond Financial
Maryland
$2.04M
AC
120
AWM Capital
Arizona
$2.01M
RIG
121
Ramiah Investment Group
Wisconsin
$1.99M
DCM
122
Davis Capital Management
Florida
$1.99M
LWMNY
123
Landmark Wealth Management (New York)
New York
$1.98M
SF
124
Summit Financial
New Jersey
$1.97M
AWA
125
Alaska Wealth Advisors
Alaska
$1.97M