SCHH icon

Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
126
Bleakley Financial Group
New Jersey
$2.05M
AWM
127
Apollon Wealth Management
South Carolina
$2.04M
FFA
128
Farther Finance Advisors
California
$1.98M
SWM
129
Stockman Wealth Management
Montana
$1.97M
HCP
130
Hexagon Capital Partners
Arkansas
$1.96M
PCWA
131
Pacific Capital Wealth Advisors
California
$1.96M
GWM
132
Geneos Wealth Management
Colorado
$1.92M
PIMG
133
Patriot Investment Management Group
Tennessee
$1.88M
CFP
134
Cascade Financial Partners
California
$1.87M
EWA
135
EP Wealth Advisors
California
$1.87M
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$1.83M
CIA
137
Cape Investment Advisory
Georgia
$1.78M
ISWM
138
Independent Solutions Wealth Management
New York
$1.72M
Stifel Financial
139
Stifel Financial
Missouri
$1.67M
KWA
140
Kingswood Wealth Advisors
California
$1.65M
BBA
141
Braun-Bostich & Associates
Pennsylvania
$1.64M
CFG
142
Carter Financial Group
Illinois
$1.61M
Point72 Asset Management
143
Point72 Asset Management
Connecticut
$1.57M
HWA
144
HHM Wealth Advisors
Tennessee
$1.55M
TWP
145
Tempus Wealth Planning
California
$1.51M
MCM
146
MAI Capital Management
Ohio
$1.5M
NFG
147
Nations Financial Group
Iowa
$1.48M
JP Morgan Chase
148
JP Morgan Chase
New York
$1.47M
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$1.45M
FCIM
150
Fairview Capital Investment Management
California
$1.42M