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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
126
Choreo LLC
Illinois
$1.67M
VCM
127
Vivaldi Capital Management
Illinois
$1.65M
SWM
128
Stockman Wealth Management
Montana
$1.64M
ISWM
129
Independent Solutions Wealth Management
New York
$1.64M
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$1.63M
FA
131
FC Advisory
Pennsylvania
$1.61M
BBA
132
Braun-Bostich & Associates
Pennsylvania
$1.6M
TAM
133
Trillium Asset Management
Massachusetts
$1.46M
RIM
134
Rockbridge Investment Management
New York
$1.45M
PWA
135
Peterson Wealth Advisors
Utah
$1.43M
IA
136
IFG Advisors
Missouri
$1.39M
BPA
137
Beacon Pointe Advisors
California
$1.38M
SWM
138
SeaCrest Wealth Management
New York
$1.33M
RIG
139
Ramiah Investment Group
Wisconsin
$1.33M
FFA
140
Farther Finance Advisors
California
$1.31M
Empower Advisory Group
141
Empower Advisory Group
Colorado
$1.3M
TWP
142
Tempus Wealth Planning
California
$1.3M
OPS
143
Orion Portfolio Solutions
Nebraska
$1.3M
BCI
144
Brinker Capital Investments
Pennsylvania
$1.3M
VA
145
Valmark Advisers
Ohio
$1.28M
GT
146
Greenleaf Trust
Michigan
$1.23M
CWA
147
Clearview Wealth Advisors
Oregon
$1.23M
Osaic Holdings
148
Osaic Holdings
Arizona
$1.23M
RBC
149
Roble Belko & Company
Pennsylvania
$1.21M
BIM
150
Breakwater Investment Management
Washington
$1.2M