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Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
SC
101
Schoolcraft Capital
Colorado
$2.25M
KOC
102
Koss-Olinger Consulting
Florida
$2.23M
AWM
103
Apollon Wealth Management
South Carolina
$2.23M
BC
104
Brio Consultants
California
$2.19M
MOS
105
MGO One Seven
Ohio
$2.19M
PCWA
106
Pacific Capital Wealth Advisors
California
$2.16M
BDF
107
Black Diamond Financial
Maryland
$2.1M
AC
108
AWM Capital
Arizona
$2.07M
DCM
109
Davis Capital Management
Florida
$2.06M
CFP
110
Cascade Financial Partners
California
$2.01M
FA
111
FC Advisory
Pennsylvania
$2.01M
VCM
112
Vivaldi Capital Management
Illinois
$1.98M
PIMG
113
Patriot Investment Management Group
Tennessee
$1.96M
JP Morgan Chase
114
JP Morgan Chase
New York
$1.94M
CAM
115
Cresset Asset Management
Illinois
$1.93M
FCIM
116
Fairview Capital Investment Management
California
$1.93M
LWMNY
117
Landmark Wealth Management (New York)
New York
$1.93M
MWM
118
Modera Wealth Management
New Jersey
$1.91M
GWM
119
Geneos Wealth Management
Colorado
$1.89M
AWA
120
Alaska Wealth Advisors
Alaska
$1.87M
SWM
121
Stockman Wealth Management
Montana
$1.85M
JFGLC
122
Johnson Financial Group LLC (Colorado)
Colorado
$1.85M
MCM
123
MAI Capital Management
Ohio
$1.85M
HWA
124
HHM Wealth Advisors
Tennessee
$1.84M
RA
125
RFG Advisory
Alabama
$1.81M