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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Davis Capital Management
Florida
$1.99M
LWMNY
127
Landmark Wealth Management (New York)
New York
$1.98M
SF
128
Summit Financial
New Jersey
$1.97M
AWA
129
Alaska Wealth Advisors
Alaska
$1.97M
FA
130
FC Advisory
Pennsylvania
$1.95M
WFP
131
Wrenne Financial Planning
Kentucky
$1.93M
PIMG
132
Patriot Investment Management Group
Tennessee
$1.91M
Empower Advisory Group
133
Empower Advisory Group
Colorado
$1.86M
GWM
134
Geneos Wealth Management
Colorado
$1.85M
SWM
135
Stockman Wealth Management
Montana
$1.84M
CFP
136
Cascade Financial Partners
California
$1.83M
MWM
137
Modera Wealth Management
New Jersey
$1.82M
Lido Advisors
138
Lido Advisors
California
$1.79M
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$1.76M
HCP
140
Hexagon Capital Partners
Arkansas
$1.75M
ISWM
141
Independent Solutions Wealth Management
New York
$1.74M
MCM
142
MAI Capital Management
Ohio
$1.73M
CIA
143
Cape Investment Advisory
Georgia
$1.71M
CFG
144
Carter Financial Group
Illinois
$1.69M
HWA
145
HHM Wealth Advisors
Tennessee
$1.68M
BBA
146
Braun-Bostich & Associates
Pennsylvania
$1.61M
FCIM
147
Fairview Capital Investment Management
California
$1.6M
EWA
148
EP Wealth Advisors
California
$1.5M
TWP
149
Tempus Wealth Planning
California
$1.48M
JP Morgan Chase
150
JP Morgan Chase
New York
$1.47M