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Schwab US REIT ETF

524 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 220 increasing their positions, 141 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.24B → $4.44B (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFG Advisors
Missouri
$1.24M
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$1.2M
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$1.2M
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$1.16M
CPIG
155
Chicago Partners Investment Group
Illinois
$1.13M
LAIC
156
Lederer & Associates Investment Counsel
California
$1.12M
CW
157
CreativeOne Wealth
Kansas
$1.09M
CFMC
158
Curbstone Financial Management Corp
New Hampshire
$1.06M
PAG
159
Private Advisor Group
New Jersey
$1.05M
MML Investors Services
160
MML Investors Services
Massachusetts
$1.04M
AA
161
Alesco Advisors
New York
$1.02M
BWA
162
Bestgate Wealth Advisors
Maryland
$1.02M
BFG
163
Bleakley Financial Group
New Jersey
$1.02M
CAG
164
Csenge Advisory Group
Florida
$983K
SIG
165
Stonegate Investment Group
Alabama
$976K
NFTC
166
North Forty Two & Co
Oregon
$958K
FPAS
167
Focus Partners Advisor Solutions
Missouri
$954K
CMMS
168
Comprehensive Money Management Services
Florida
$930K
WCM
169
Winthrop Capital Management
Indiana
$909K
GCA
170
Gradient Capital Advisors
California
$906K
MMCM
171
Murphy & Mullick Capital Management
New York
$896K
EWA
172
EverSource Wealth Advisors
Alabama
$893K
Truist Financial
173
Truist Financial
North Carolina
$883K
AWA
174
Aletheian Wealth Advisors
Washington
$853K
SWM
175
SigFig Wealth Management
California
$832K