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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
JFG
101
JMG Financial Group
Illinois
$2.43M
GAM
102
Gotham Asset Management
New York
$2.42M
BA
103
Ballast Advisors
Minnesota
$2.41M
GMA
104
Glassy Mountain Advisors
Maryland
$2.39M
MAS
105
Madden Advisory Services
Florida
$2.27M
Corient Private Wealth
106
Corient Private Wealth
Florida
$2.22M
TRCT
107
Tower Research Capital (TRC)
New York
$2.21M
MT
108
Midwest Trust
Kansas
$2.21M
KOC
109
Koss-Olinger Consulting
Florida
$2.21M
MOS
110
MGO One Seven
Ohio
$2.19M
VCM
111
Vivaldi Capital Management
Illinois
$2.19M
SC
112
Schoolcraft Capital
Colorado
$2.18M
BC
113
Brio Consultants
California
$2.17M
FA
114
Fiducient Advisors
Illinois
$2.12M
SIA
115
SGL Investment Advisors
Montana
$2.11M
AWM
116
Apollon Wealth Management
South Carolina
$2.09M
PCWA
117
Pacific Capital Wealth Advisors
California
$2.09M
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$2.06M
EP
119
EPIQ Partners
Minnesota
$2.05M
BCI
120
Brinker Capital Investments
Pennsylvania
$2.04M
BDF
121
Black Diamond Financial
Maryland
$2.04M
AC
122
AWM Capital
Arizona
$2.01M
RIG
123
Ramiah Investment Group
Wisconsin
$1.99M
DCM
124
Davis Capital Management
Florida
$1.99M
LWMNY
125
Landmark Wealth Management (New York)
New York
$1.98M