We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

564 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, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Trillium Asset Management
Massachusetts
$1.38M -$47.4K -2,162 -3%
SMH
152
Sanders Morris Harris
Texas
$1.36M +$1.39M +63,401 New
BIM
153
Breakwater Investment Management
Washington
$1.33M +$43K +1,963 +3%
VA
154
Valmark Advisers
Ohio
$1.33M -$30.3K -1,381 -2%
SWM
155
SeaCrest Wealth Management
New York
$1.31M -$9.45K -431 -0.7%
CAG
156
Csenge Advisory Group
Florida
$1.29M +$193K +8,817 +17%
Truist Financial
157
Truist Financial
North Carolina
$1.29M +$43.8K +2,000 +3%
Empower Advisory Group
158
Empower Advisory Group
Colorado
$1.29M -$634K -28,931 -33%
IA
159
IFG Advisors
Missouri
$1.21M -$17.3K -791 -1%
CMMS
160
Comprehensive Money Management Services
Florida
$1.2M +$271K +12,380 +29%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.2M +$6.84K +312 +0.6%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.19M -$3.35M -152,957 -73%
PWA
163
Peterson Wealth Advisors
Utah
$1.19M -$58.1K -2,652 -5%
BWA
164
Bestgate Wealth Advisors
Maryland
$1.15M +$183K +8,344 +18%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$1.14M +$30K +1,368 +3%
CW
166
CreativeOne Wealth
Kansas
$1.13M -$53.1K -2,422 -4%
HWA
167
Hillcrest Wealth Advisors
New Jersey
$1.13M -$139K -6,350 -11%
IA
168
IFP Advisors
Florida
$1.13M +$76.6K +3,494 +7%
AA
169
Alesco Advisors
New York
$1.12M +$1.43K +65 +0.1%
IA
170
Integrity Alliance
Iowa
$1.08M +$1.1M +50,057 New
TSS
171
Two Sigma Securities
New York
$1.07M +$1.1M +50,016 New
MML Investors Services
172
MML Investors Services
Massachusetts
$1.07M -$80.7K -3,681 -7%
NA
173
NewEdge Advisors
Louisiana
$1.06M -$26.8K -1,223 -2%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$1.06M -$4.38K -200 -0.4%
PWS
175
Peloton Wealth Strategists
Indiana
$1.05M +$1.07M +49,028 New