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Schwab US REIT ETF

532 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, 222 increasing their positions, 146 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 (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
SWM
151
SeaCrest Wealth Management
New York
$1.24M
IA
152
IFG Advisors
Missouri
$1.24M
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$1.2M
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$1.2M
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.16M
CPIG
156
Chicago Partners Investment Group
Illinois
$1.13M
LAIC
157
Lederer & Associates Investment Counsel
California
$1.12M
CW
158
CreativeOne Wealth
Kansas
$1.09M
CFMC
159
Curbstone Financial Management Corp
New Hampshire
$1.06M
PAG
160
Private Advisor Group
New Jersey
$1.05M
MML Investors Services
161
MML Investors Services
Massachusetts
$1.04M
AA
162
Alesco Advisors
New York
$1.02M
BWA
163
Bestgate Wealth Advisors
Maryland
$1.02M
BFG
164
Bleakley Financial Group
New Jersey
$1.02M
CAG
165
Csenge Advisory Group
Florida
$983K
SIG
166
Stonegate Investment Group
Alabama
$976K
NFTC
167
North Forty Two & Co
Oregon
$958K
FPAS
168
Focus Partners Advisor Solutions
Missouri
$954K
CMMS
169
Comprehensive Money Management Services
Florida
$930K
WCM
170
Winthrop Capital Management
Indiana
$909K
GCA
171
Gradient Capital Advisors
California
$906K
MMCM
172
Murphy & Mullick Capital Management
New York
$896K
EWA
173
EverSource Wealth Advisors
Alabama
$893K
Truist Financial
174
Truist Financial
North Carolina
$883K
IA
175
IFP Advisors
Florida
$880K