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Schwab US REIT ETF

507 hedge funds and large institutions have $4.22B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 177 reducing their positions, and 43 closing their positions.

Holders
507
Holders Change
+7
Holders Change %
+1.4%
% of All Funds
6.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
63
Increased
185
Reduced
177
Closed
43
Calls
$1.26M
Puts
$320K
Net Calls
+$935K
Net Calls Change
+$705K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$1.12M -$97.5K -4,479 -8%
LAIC
152
Lederer & Associates Investment Counsel
California
$1.1M -$7.6K -359 -0.7%
ACA
153
Atlas Capital Advisors
Wyoming
$1.05M -$1.2M -56,696 -53%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$1.04M -$10.6K -500 -1%
SWM
155
Stark Wealth Management
Pennsylvania
$1.02M +$1.02M +49,676 New
AA
156
Alesco Advisors
New York
$998K +$1.78K +84 +0.2%
SWM
157
SigFig Wealth Management
California
$992K -$7.49K -357 -0.7%
BWA
158
Bestgate Wealth Advisors
Maryland
$990K
SIG
159
Stonegate Investment Group
Alabama
$957K
NFTC
160
North Forty Two & Co
Oregon
$957K -$4.06K -192 -0.4%
CW
161
CreativeOne Wealth
Kansas
$950K +$204K +9,651 +27%
GCA
162
Gradient Capital Advisors
California
$911K -$5.52K -261 -0.6%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$904K -$71.9K -3,398 -7%
WCM
164
Winthrop Capital Management
Indiana
$891K -$48.2K -2,280 -5%
MMCM
165
Murphy & Mullick Capital Management
New York
$876K -$7.78K -370 -0.9%
Stifel Financial
166
Stifel Financial
Missouri
$868K +$85.3K +4,029 +11%
BWM
167
BCS Wealth Management
Tennessee
$860K +$111K +5,236 +15%
AWA
168
Aletheian Wealth Advisors
Washington
$859K +$23.4K +1,104 +3%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$856K +$32.3K +1,528 +4%
Jane Street
170
Jane Street
New York
$834K -$1.64M -77,737 -66%
CMMS
171
Comprehensive Money Management Services
Florida
$822K +$63.3K +2,992 +8%
RBC
172
Roble Belko & Company
Pennsylvania
$819K -$369K -17,425 -31%
FEG
173
Fund Evaluation Group
Ohio
$810K +$810K +38,294 New
PFBT
174
Parkside Financial Bank & Trust
Missouri
$803K +$135K +6,372 +20%
FWM
175
Forza Wealth Management
Florida
$774K