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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Davis Capital Management
Florida
$1.99M -$3.24K -153 -0.2%
LWMNY
127
Landmark Wealth Management (New York)
New York
$1.98M +$113K +5,329 +6%
SF
128
Summit Financial
New Jersey
$1.97M +$271K +12,799 +16%
AWA
129
Alaska Wealth Advisors
Alaska
$1.97M +$158K +7,470 +9%
FA
130
FC Advisory
Pennsylvania
$1.95M +$1.06K +50 +0.1%
WFP
131
Wrenne Financial Planning
Kentucky
$1.93M +$424K +20,006 +28%
PIMG
132
Patriot Investment Management Group
Tennessee
$1.91M +$13.4K +633 +0.7%
Empower Advisory Group
133
Empower Advisory Group
Colorado
$1.86M +$551K +25,983 +41%
GWM
134
Geneos Wealth Management
Colorado
$1.85M +$23.6K +1,111 +1%
SWM
135
Stockman Wealth Management
Montana
$1.84M +$54.4K +2,565 +3%
CFP
136
Cascade Financial Partners
California
$1.83M -$117K -5,504 -6%
MWM
137
Modera Wealth Management
New Jersey
$1.82M -$35.2K -1,658 -2%
Lido Advisors
138
Lido Advisors
California
$1.79M +$30.6K +1,442 +2%
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$1.76M +$113K +5,310 +8%
HCP
140
Hexagon Capital Partners
Arkansas
$1.75M +$200K +9,455 +13%
ISWM
141
Independent Solutions Wealth Management
New York
$1.74M +$29.2K +1,379 +2%
MCM
142
MAI Capital Management
Ohio
$1.73M -$61.9K -2,920 -3%
CIA
143
Cape Investment Advisory
Georgia
$1.71M +$1.71M +80,525 +5,515%
CFG
144
Carter Financial Group
Illinois
$1.69M +$89K +4,198 +5%
HWA
145
HHM Wealth Advisors
Tennessee
$1.68M -$95.5K -4,505 -5%
BBA
146
Braun-Bostich & Associates
Pennsylvania
$1.61M +$69.7K +3,288 +4%
FCIM
147
Fairview Capital Investment Management
California
$1.6M -$272K -12,806 -14%
EWA
148
EP Wealth Advisors
California
$1.5M +$1.52M +71,609 New
TWP
149
Tempus Wealth Planning
California
$1.48M +$41.4K +1,954 +3%
JP Morgan Chase
150
JP Morgan Chase
New York
$1.47M -$415K -19,590 -22%