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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
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
FA
126
FC Advisory
Pennsylvania
$1.95M
WFP
127
Wrenne Financial Planning
Kentucky
$1.93M
PIMG
128
Patriot Investment Management Group
Tennessee
$1.91M
Empower Advisory Group
129
Empower Advisory Group
Colorado
$1.86M
GWM
130
Geneos Wealth Management
Colorado
$1.85M
SWM
131
Stockman Wealth Management
Montana
$1.84M
CFP
132
Cascade Financial Partners
California
$1.83M
MWM
133
Modera Wealth Management
New Jersey
$1.82M
Lido Advisors
134
Lido Advisors
California
$1.79M
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$1.76M
HCP
136
Hexagon Capital Partners
Arkansas
$1.75M
ISWM
137
Independent Solutions Wealth Management
New York
$1.74M
MCM
138
MAI Capital Management
Ohio
$1.73M
CIA
139
Cape Investment Advisory
Georgia
$1.71M
CFG
140
Carter Financial Group
Illinois
$1.69M
HWA
141
HHM Wealth Advisors
Tennessee
$1.68M
BBA
142
Braun-Bostich & Associates
Pennsylvania
$1.61M
FCIM
143
Fairview Capital Investment Management
California
$1.6M
EWA
144
EP Wealth Advisors
California
$1.5M
TWP
145
Tempus Wealth Planning
California
$1.48M
JP Morgan Chase
146
JP Morgan Chase
New York
$1.47M
KWA
147
Kingswood Wealth Advisors
California
$1.46M
CL
148
Choreo LLC
Illinois
$1.41M
GS
149
GTS Securities
New York
$1.39M
TAM
150
Trillium Asset Management
Massachusetts
$1.38M