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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sagace Wealth Management
Florida
$2.6M +$15.7K +742 +0.6%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.55M +$265K +12,477 +11%
JFG
103
JMG Financial Group
Illinois
$2.43M -$139K -6,577 -5%
GAM
104
Gotham Asset Management
New York
$2.42M
BA
105
Ballast Advisors
Minnesota
$2.41M +$96.9K +4,569 +4%
GMA
106
Glassy Mountain Advisors
Maryland
$2.39M +$19.2K +904 +0.8%
MAS
107
Madden Advisory Services
Florida
$2.27M +$41.2K +1,941 +2%
Corient Private Wealth
108
Corient Private Wealth
Florida
$2.22M +$1.61M +75,860 +252%
TRCT
109
Tower Research Capital (TRC)
New York
$2.21M +$2.25M +105,977 +211,954%
MT
110
Midwest Trust
Kansas
$2.21M -$533K -25,140 -19%
KOC
111
Koss-Olinger Consulting
Florida
$2.21M
MOS
112
MGO One Seven
Ohio
$2.19M +$77.7K +3,664 +4%
VCM
113
Vivaldi Capital Management
Illinois
$2.19M +$281K +13,259 +14%
SC
114
Schoolcraft Capital
Colorado
$2.18M +$848 +40 +0%
BC
115
Brio Consultants
California
$2.17M +$53K +2,499 +2%
FA
116
Fiducient Advisors
Illinois
$2.12M +$2.15M +101,312 New
SIA
117
SGL Investment Advisors
Montana
$2.11M +$332K +15,672 +19%
AWM
118
Apollon Wealth Management
South Carolina
$2.09M -$74.3K -3,504 -3%
PCWA
119
Pacific Capital Wealth Advisors
California
$2.09M
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.06M +$916K +43,195 +78%
EP
121
EPIQ Partners
Minnesota
$2.05M -$1.31M -62,011 -39%
BCI
122
Brinker Capital Investments
Pennsylvania
$2.04M +$574K +27,094 +38%
BDF
123
Black Diamond Financial
Maryland
$2.04M +$4.92K +232 +0.2%
AC
124
AWM Capital
Arizona
$2.01M +$9.75K +460 +0.5%
RIG
125
Ramiah Investment Group
Wisconsin
$1.99M +$266K +12,566 +15%