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Schwab US REIT ETF

560 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, 221 increasing their positions, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
TAM
151
Trillium Asset Management
Massachusetts
$1.38M
SMH
152
Sanders Morris Harris
Texas
$1.36M
BIM
153
Breakwater Investment Management
Washington
$1.33M
VA
154
Valmark Advisers
Ohio
$1.33M
SWM
155
SeaCrest Wealth Management
New York
$1.31M
CAG
156
Csenge Advisory Group
Florida
$1.29M
Truist Financial
157
Truist Financial
North Carolina
$1.29M
Empower Advisory Group
158
Empower Advisory Group
Colorado
$1.29M
IA
159
IFG Advisors
Missouri
$1.21M
CMMS
160
Comprehensive Money Management Services
Florida
$1.2M
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.2M
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.19M
PWA
163
Peterson Wealth Advisors
Utah
$1.19M
BWA
164
Bestgate Wealth Advisors
Maryland
$1.15M
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$1.14M
CW
166
CreativeOne Wealth
Kansas
$1.13M
HWA
167
Hillcrest Wealth Advisors
New Jersey
$1.13M
IA
168
IFP Advisors
Florida
$1.13M
AA
169
Alesco Advisors
New York
$1.12M
IA
170
Integrity Alliance
Iowa
$1.08M
TSS
171
Two Sigma Securities
New York
$1.07M
MML Investors Services
172
MML Investors Services
Massachusetts
$1.07M
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$1.06M
PWS
174
Peloton Wealth Strategists
Indiana
$1.05M
EGWAG
175
Elwood & Goetz Wealth Advisory Group
Georgia
$1.04M