We are live on ! Find out more
SCHH icon

Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
Kingswood Wealth Advisors
California
$1.46M +$74.7K +3,521 +5%
CL
152
Choreo LLC
Illinois
$1.41M +$32.7K +1,541 +2%
GS
153
GTS Securities
New York
$1.39M +$1.42M +66,762 New
TAM
154
Trillium Asset Management
Massachusetts
$1.38M -$24.4K -1,149 -2%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$1.38M -$41.2K -1,942 -3%
VA
156
Valmark Advisers
Ohio
$1.32M +$77.7K +3,663 +6%
SWM
157
SeaCrest Wealth Management
New York
$1.28M +$58.2K +2,746 +5%
BIM
158
Breakwater Investment Management
Washington
$1.25M +$30.9K +1,455 +2%
HWA
159
Hillcrest Wealth Advisors
New Jersey
$1.23M +$1.25M +59,050 New
CWA
160
Clearview Wealth Advisors
Oregon
$1.22M -$2.78K -131 -0.2%
Truist Financial
161
Truist Financial
North Carolina
$1.21M +$363K +17,134 +42%
PWA
162
Peterson Wealth Advisors
Utah
$1.21M -$387K -18,238 -24%
IA
163
IFG Advisors
Missouri
$1.19M -$5.43K -256 -0.4%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.16M +$32K +1,508 +3%
CW
165
CreativeOne Wealth
Kansas
$1.15M +$102K +4,824 +10%
NFG
166
Nations Financial Group
Iowa
$1.13M +$599K +28,269 +110%
MML Investors Services
167
MML Investors Services
Massachusetts
$1.12M +$116K +5,485 +11%
AA
168
Alesco Advisors
New York
$1.08M +$98.6K +4,651 +10%
BWM
169
Brown Wealth Management
Illinois
$1.08M -$4.87M -229,470 -82%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$1.08M -$84.4K -3,981 -7%
CAG
171
Csenge Advisory Group
Florida
$1.07M +$121K +5,708 +13%
RIM
172
Rockbridge Investment Management
New York
$1.06M -$202K -9,545 -16%
BWM
173
BCS Wealth Management
Tennessee
$1.06M +$429K +20,229 +67%
NA
174
NewEdge Advisors
Louisiana
$1.06M +$1.05M +49,670 +5,625%
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$1.03M