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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$1.16M
CPIG
152
Chicago Partners Investment Group
Illinois
$1.12M
Corient Private Wealth
153
Corient Private Wealth
Florida
$1.11M
LAIC
154
Lederer & Associates Investment Counsel
California
$1.09M
ACA
155
Atlas Capital Advisors
Wyoming
$1.05M
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$1.04M
SWM
157
Stark Wealth Management
Pennsylvania
$1.02M
AA
158
Alesco Advisors
New York
$998K
SWM
159
SigFig Wealth Management
California
$992K
BWA
160
Bestgate Wealth Advisors
Maryland
$990K
SIG
161
Stonegate Investment Group
Alabama
$957K
NFTC
162
North Forty Two & Co
Oregon
$957K
CW
163
CreativeOne Wealth
Kansas
$950K
GCA
164
Gradient Capital Advisors
California
$911K
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$904K
WCM
166
Winthrop Capital Management
Indiana
$891K
MMCM
167
Murphy & Mullick Capital Management
New York
$876K
Stifel Financial
168
Stifel Financial
Missouri
$868K
BWM
169
BCS Wealth Management
Tennessee
$860K
AWA
170
Aletheian Wealth Advisors
Washington
$859K
Russell Investments Group
171
Russell Investments Group
United Kingdom
$856K
Jane Street
172
Jane Street
New York
$834K
CMMS
173
Comprehensive Money Management Services
Florida
$822K
RBC
174
Roble Belko & Company
Pennsylvania
$819K
FEG
175
Fund Evaluation Group
Ohio
$810K