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Schwab US REIT ETF

564 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, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Apollon Wealth Management
South Carolina
$2.04M -$115K -5,267 -5%
FFA
127
Farther Finance Advisors
California
$1.98M +$1.13M +51,356 +128%
SWM
128
Stockman Wealth Management
Montana
$1.97M +$71.7K +3,270 +4%
HCP
129
Hexagon Capital Partners
Arkansas
$1.96M +$163K +7,442 +9%
PCWA
130
Pacific Capital Wealth Advisors
California
$1.96M -$193K -8,812 -9%
GWM
131
Geneos Wealth Management
Colorado
$1.92M +$17.1K +780 +0.9%
PIMG
132
Patriot Investment Management Group
Tennessee
$1.88M -$93.4K -4,260 -5%
CFP
133
Cascade Financial Partners
California
$1.87M -$13.1K -598 -0.7%
EWA
134
EP Wealth Advisors
California
$1.87M +$334K +15,240 +21%
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$1.83M +$274K +12,504 +17%
CIA
136
Cape Investment Advisory
Georgia
$1.78M +$19.4K +885 +1%
ISWM
137
Independent Solutions Wealth Management
New York
$1.72M -$66.9K -3,050 -4%
Stifel Financial
138
Stifel Financial
Missouri
$1.67M +$762K +34,743 +81%
KWA
139
Kingswood Wealth Advisors
California
$1.65M +$153K +6,957 +10%
BBA
140
Braun-Bostich & Associates
Pennsylvania
$1.64M -$17K -775 -1%
CFG
141
Carter Financial Group
Illinois
$1.61M -$135K -6,150 -8%
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$1.57M +$1.6M +72,967 New
HWA
143
HHM Wealth Advisors
Tennessee
$1.55M -$183K -8,345 -10%
TWP
144
Tempus Wealth Planning
California
$1.51M -$15.4K -702 -1%
MCM
145
MAI Capital Management
Ohio
$1.5M -$278K -12,693 -15%
NFG
146
Nations Financial Group
Iowa
$1.48M +$322K +14,710 +27%
JP Morgan Chase
147
JP Morgan Chase
New York
$1.47M -$24.6K -1,121 -2%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$1.45M -$687K -31,350 -32%
FCIM
149
Fairview Capital Investment Management
California
$1.42M -$236K -10,780 -14%
CL
150
Choreo LLC
Illinois
$1.38M -$70.7K -3,223 -5%