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Schwab US REIT ETF

505 hedge funds and large institutions have $4.22B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 175 reducing their positions, and 43 closing their positions.

Holders
505
Holders Change
+5
Holders Change %
+1%
% of All Funds
6.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
63
Increased
185
Reduced
175
Closed
43
Calls
$918K
Puts
$320K
Net Calls
+$598K
Net Calls Change
+$368K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$1.55M 73,253 -2,430 -3%
BBA
127
Braun-Bostich & Associates
Pennsylvania
$1.49M 70,630 -3,807 -5%
CFG
128
Carter Financial Group
Illinois
$1.47M 69,364 +69,364 New
Osaic Holdings
129
Osaic Holdings
Arizona
$1.44M 68,284 +11,283 +20%
BCI
130
Brinker Capital Investments
Pennsylvania
$1.44M 68,102 +7,779 +13%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$1.43M 67,726 +19,051 +39%
WFP
132
Wrenne Financial Planning
Kentucky
$1.43M 67,443 +15,273 +29%
TAM
133
Trillium Asset Management
Massachusetts
$1.42M 67,289 -471 -0.7%
BFG
134
Bleakley Financial Group
New Jersey
$1.41M 66,858 +66,858 New
CL
135
Choreo LLC
Illinois
$1.39M 65,592 -12,160 -16%
TWP
136
Tempus Wealth Planning
California
$1.37M 64,742 +4,358 +7%
RIM
137
Rockbridge Investment Management
New York
$1.37M 64,626 -2,693 -4%
BPA
138
Beacon Pointe Advisors
California
$1.35M 63,821 -318 -0.5%
Empower Advisory Group
139
Empower Advisory Group
Colorado
$1.33M 62,823 +2,168 +4%
SIA
140
SGL Investment Advisors
Montana
$1.32M 62,330 +8,099 +15%
VA
141
Valmark Advisers
Ohio
$1.29M 60,777 +1,038 +2%
IA
142
IFG Advisors
Missouri
$1.27M 60,031 -4,481 -7%
SWM
143
SeaCrest Wealth Management
New York
$1.27M 59,960 -1,971 -3%
KWA
144
Kingswood Wealth Advisors
California
$1.26M 59,518 +5,411 +10%
CWA
145
Clearview Wealth Advisors
Oregon
$1.22M 57,696 +666 +1%
BIM
146
Breakwater Investment Management
Washington
$1.21M 57,358 +1,538 +3%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$1.21M 57,258 +10,102 +21%
HCP
148
Hexagon Capital Partners
Arkansas
$1.2M 56,688 +1,011 +2%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$1.16M 54,918 -72,088 -57%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.12M 51,450 -4,479 -8%