SCHH icon

Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
SWM
101
Sagace Wealth Management
Florida
$2.6M
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.55M
JFG
103
JMG Financial Group
Illinois
$2.43M
GAM
104
Gotham Asset Management
New York
$2.42M
BA
105
Ballast Advisors
Minnesota
$2.41M
GMA
106
Glassy Mountain Advisors
Maryland
$2.39M
MAS
107
Madden Advisory Services
Florida
$2.27M
Corient Private Wealth
108
Corient Private Wealth
Florida
$2.22M
TRCT
109
Tower Research Capital (TRC)
New York
$2.21M
MT
110
Midwest Trust
Kansas
$2.21M
KOC
111
Koss-Olinger Consulting
Florida
$2.21M
MOS
112
MGO One Seven
Ohio
$2.19M
VCM
113
Vivaldi Capital Management
Illinois
$2.19M
SC
114
Schoolcraft Capital
Colorado
$2.18M
BC
115
Brio Consultants
California
$2.17M
FA
116
Fiducient Advisors
Illinois
$2.12M
SIA
117
SGL Investment Advisors
Montana
$2.11M
AWM
118
Apollon Wealth Management
South Carolina
$2.09M
PCWA
119
Pacific Capital Wealth Advisors
California
$2.09M
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$2.06M
EP
121
EPIQ Partners
Minnesota
$2.05M
BCI
122
Brinker Capital Investments
Pennsylvania
$2.04M
BDF
123
Black Diamond Financial
Maryland
$2.04M
AC
124
AWM Capital
Arizona
$2.01M
RIG
125
Ramiah Investment Group
Wisconsin
$1.99M