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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
151
Hexagon Capital Partners
Arkansas
$1.2M
Lido Advisors
152
Lido Advisors
California
$1.19M
CPIG
153
Chicago Partners Investment Group
Illinois
$1.18M
KWA
154
Kingswood Wealth Advisors
California
$1.16M
SIA
155
SGL Investment Advisors
Montana
$1.14M
WFP
156
Wrenne Financial Planning
Kentucky
$1.12M
LAIC
157
Lederer & Associates Investment Counsel
California
$1.12M
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.11M
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$1.07M
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$1.05M
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$1.01M
AA
162
Alesco Advisors
New York
$1.01M
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$993K
BWA
164
Bestgate Wealth Advisors
Maryland
$990K
NFTC
165
North Forty Two & Co
Oregon
$977K
SIG
166
Stonegate Investment Group
Alabama
$973K
WCM
167
Winthrop Capital Management
Indiana
$955K
Citigroup
168
Citigroup
New York
$943K
GCA
169
Gradient Capital Advisors
California
$932K
MMCM
170
Murphy & Mullick Capital Management
New York
$904K
HSA
171
HBK Sorce Advisory
Pennsylvania
$850K
AWA
172
Aletheian Wealth Advisors
Washington
$849K
Russell Investments Group
173
Russell Investments Group
United Kingdom
$837K
WCFA
174
Walkner Condon Financial Advisors
Wisconsin
$835K
CIP
175
Capital Insight Partners
Arizona
$800K