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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.38M
VA
152
Valmark Advisers
Ohio
$1.32M
SWM
153
SeaCrest Wealth Management
New York
$1.28M
BIM
154
Breakwater Investment Management
Washington
$1.25M
HWA
155
Hillcrest Wealth Advisors
New Jersey
$1.23M
CWA
156
Clearview Wealth Advisors
Oregon
$1.22M
Truist Financial
157
Truist Financial
North Carolina
$1.21M
PWA
158
Peterson Wealth Advisors
Utah
$1.21M
IA
159
IFG Advisors
Missouri
$1.19M
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$1.16M
CW
161
CreativeOne Wealth
Kansas
$1.15M
NFG
162
Nations Financial Group
Iowa
$1.13M
MML Investors Services
163
MML Investors Services
Massachusetts
$1.12M
Corient Private Wealth
164
Corient Private Wealth
Florida
$1.1M
AA
165
Alesco Advisors
New York
$1.08M
BWM
166
Brown Wealth Management
Illinois
$1.08M
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$1.08M
CAG
168
Csenge Advisory Group
Florida
$1.07M
RIM
169
Rockbridge Investment Management
New York
$1.06M
BWM
170
BCS Wealth Management
Tennessee
$1.06M
NA
171
NewEdge Advisors
Louisiana
$1.06M
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$1.03M
IA
173
IFP Advisors
Florida
$1.03M
BFG
174
Bleakley Financial Group
New Jersey
$1.02M
PAG
175
Private Advisor Group
New Jersey
$1.02M