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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
GS
151
GTS Securities
New York
$1.39M
TAM
152
Trillium Asset Management
Massachusetts
$1.38M
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$1.38M
VA
154
Valmark Advisers
Ohio
$1.32M
SWM
155
SeaCrest Wealth Management
New York
$1.28M
BIM
156
Breakwater Investment Management
Washington
$1.25M
HWA
157
Hillcrest Wealth Advisors
New Jersey
$1.23M
CWA
158
Clearview Wealth Advisors
Oregon
$1.22M
Truist Financial
159
Truist Financial
North Carolina
$1.21M
PWA
160
Peterson Wealth Advisors
Utah
$1.21M
IA
161
IFG Advisors
Missouri
$1.19M
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.16M
CW
163
CreativeOne Wealth
Kansas
$1.15M
NFG
164
Nations Financial Group
Iowa
$1.13M
MML Investors Services
165
MML Investors Services
Massachusetts
$1.12M
AA
166
Alesco Advisors
New York
$1.08M
BWM
167
Brown Wealth Management
Illinois
$1.08M
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$1.08M
CAG
169
Csenge Advisory Group
Florida
$1.07M
RIM
170
Rockbridge Investment Management
New York
$1.06M
BWM
171
BCS Wealth Management
Tennessee
$1.06M
NA
172
NewEdge Advisors
Louisiana
$1.06M
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$1.03M
IA
174
IFP Advisors
Florida
$1.03M
BFG
175
Bleakley Financial Group
New Jersey
$1.02M