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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$1.38M
TAM
152
Trillium Asset Management
Massachusetts
$1.38M
SMH
153
Sanders Morris Harris
Texas
$1.36M
BIM
154
Breakwater Investment Management
Washington
$1.33M
VA
155
Valmark Advisers
Ohio
$1.33M
SWM
156
SeaCrest Wealth Management
New York
$1.31M
CAG
157
Csenge Advisory Group
Florida
$1.29M
Truist Financial
158
Truist Financial
North Carolina
$1.29M
Empower Advisory Group
159
Empower Advisory Group
Colorado
$1.29M
IA
160
IFG Advisors
Missouri
$1.21M
CMMS
161
Comprehensive Money Management Services
Florida
$1.2M
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.2M
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.19M
PWA
164
Peterson Wealth Advisors
Utah
$1.19M
BWA
165
Bestgate Wealth Advisors
Maryland
$1.15M
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$1.14M
CW
167
CreativeOne Wealth
Kansas
$1.13M
HWA
168
Hillcrest Wealth Advisors
New Jersey
$1.13M
IA
169
IFP Advisors
Florida
$1.13M
AA
170
Alesco Advisors
New York
$1.12M
IA
171
Integrity Alliance
Iowa
$1.08M
TSS
172
Two Sigma Securities
New York
$1.07M
MML Investors Services
173
MML Investors Services
Massachusetts
$1.07M
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$1.06M
PWS
175
Peloton Wealth Strategists
Indiana
$1.05M