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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
Lido Advisors
126
Lido Advisors
California
$1.76M
ISWM
127
Independent Solutions Wealth Management
New York
$1.76M
SF
128
Summit Financial
New Jersey
$1.76M
SIA
129
SGL Investment Advisors
Montana
$1.72M
CFG
130
Carter Financial Group
Illinois
$1.66M
PWA
131
Peterson Wealth Advisors
Utah
$1.62M
HCP
132
Hexagon Capital Partners
Arkansas
$1.6M
BBA
133
Braun-Bostich & Associates
Pennsylvania
$1.59M
WFP
134
Wrenne Financial Planning
Kentucky
$1.56M
BCI
135
Brinker Capital Investments
Pennsylvania
$1.52M
TWP
136
Tempus Wealth Planning
California
$1.49M
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$1.46M
KBFS
138
Kohmann Bosshard Financial Services
Ohio
$1.45M
TAM
139
Trillium Asset Management
Massachusetts
$1.45M
KWA
140
Kingswood Wealth Advisors
California
$1.43M
CL
141
Choreo LLC
Illinois
$1.42M
Empower Advisory Group
142
Empower Advisory Group
Colorado
$1.36M
RIM
143
Rockbridge Investment Management
New York
$1.3M
VA
144
Valmark Advisers
Ohio
$1.28M
Jane Street
145
Jane Street
New York
$1.27M
BIM
146
Breakwater Investment Management
Washington
$1.26M
CWA
147
Clearview Wealth Advisors
Oregon
$1.26M
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$1.25M
YIH
149
Y-Intercept (HK)
Hong Kong
$1.25M
SWM
150
SeaCrest Wealth Management
New York
$1.24M