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Schwab US REIT ETF

560 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$2.04M
FFA
127
Farther Finance Advisors
California
$1.98M
SWM
128
Stockman Wealth Management
Montana
$1.97M
HCP
129
Hexagon Capital Partners
Arkansas
$1.96M
PCWA
130
Pacific Capital Wealth Advisors
California
$1.96M
GWM
131
Geneos Wealth Management
Colorado
$1.92M
PIMG
132
Patriot Investment Management Group
Tennessee
$1.88M
CFP
133
Cascade Financial Partners
California
$1.87M
EWA
134
EP Wealth Advisors
California
$1.87M
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$1.83M
CIA
136
Cape Investment Advisory
Georgia
$1.78M
ISWM
137
Independent Solutions Wealth Management
New York
$1.72M
Stifel Financial
138
Stifel Financial
Missouri
$1.67M
KWA
139
Kingswood Wealth Advisors
California
$1.65M
BBA
140
Braun-Bostich & Associates
Pennsylvania
$1.64M
CFG
141
Carter Financial Group
Illinois
$1.61M
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$1.57M
HWA
143
HHM Wealth Advisors
Tennessee
$1.55M
TWP
144
Tempus Wealth Planning
California
$1.51M
MCM
145
MAI Capital Management
Ohio
$1.5M
NFG
146
Nations Financial Group
Iowa
$1.48M
JP Morgan Chase
147
JP Morgan Chase
New York
$1.47M
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$1.45M
FCIM
149
Fairview Capital Investment Management
California
$1.42M
CL
150
Choreo LLC
Illinois
$1.38M