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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
126
Peterson Wealth Advisors
Utah
$1.6M
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$1.55M
BBA
128
Braun-Bostich & Associates
Pennsylvania
$1.49M
CFG
129
Carter Financial Group
Illinois
$1.47M
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.46M
Osaic Holdings
131
Osaic Holdings
Arizona
$1.44M
BCI
132
Brinker Capital Investments
Pennsylvania
$1.44M
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$1.43M
WFP
134
Wrenne Financial Planning
Kentucky
$1.43M
TAM
135
Trillium Asset Management
Massachusetts
$1.42M
BFG
136
Bleakley Financial Group
New Jersey
$1.41M
CL
137
Choreo LLC
Illinois
$1.39M
TWP
138
Tempus Wealth Planning
California
$1.37M
RIM
139
Rockbridge Investment Management
New York
$1.37M
BPA
140
Beacon Pointe Advisors
California
$1.35M
Empower Advisory Group
141
Empower Advisory Group
Colorado
$1.33M
SIA
142
SGL Investment Advisors
Montana
$1.32M
VA
143
Valmark Advisers
Ohio
$1.29M
IA
144
IFG Advisors
Missouri
$1.27M
SWM
145
SeaCrest Wealth Management
New York
$1.27M
KWA
146
Kingswood Wealth Advisors
California
$1.26M
CWA
147
Clearview Wealth Advisors
Oregon
$1.22M
BIM
148
Breakwater Investment Management
Washington
$1.21M
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$1.21M
HCP
150
Hexagon Capital Partners
Arkansas
$1.2M