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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
KWA
151
Kingswood Wealth Advisors
California
$1.46M
CL
152
Choreo LLC
Illinois
$1.41M
GS
153
GTS Securities
New York
$1.39M
TAM
154
Trillium Asset Management
Massachusetts
$1.38M
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$1.38M
VA
156
Valmark Advisers
Ohio
$1.32M
SWM
157
SeaCrest Wealth Management
New York
$1.28M
BIM
158
Breakwater Investment Management
Washington
$1.25M
HWA
159
Hillcrest Wealth Advisors
New Jersey
$1.23M
CWA
160
Clearview Wealth Advisors
Oregon
$1.22M
Truist Financial
161
Truist Financial
North Carolina
$1.21M
PWA
162
Peterson Wealth Advisors
Utah
$1.21M
IA
163
IFG Advisors
Missouri
$1.19M
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.16M
CW
165
CreativeOne Wealth
Kansas
$1.15M
NFG
166
Nations Financial Group
Iowa
$1.13M
MML Investors Services
167
MML Investors Services
Massachusetts
$1.12M
AA
168
Alesco Advisors
New York
$1.08M
BWM
169
Brown Wealth Management
Illinois
$1.08M
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$1.08M
CAG
171
Csenge Advisory Group
Florida
$1.07M
RIM
172
Rockbridge Investment Management
New York
$1.06M
BWM
173
BCS Wealth Management
Tennessee
$1.06M
NA
174
NewEdge Advisors
Louisiana
$1.06M
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$1.03M