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Schwab US REIT ETF

564 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, 221 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 182

2% more funds holding

Funds holding: 555564 (+9)

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$181M)

0.39% less ownership

Funds ownership: 54.8%54.41% (-0.39%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
564
Holders Change
+9
Holders Change %
+1.62%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
68
Increased
221
Reduced
182
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
176
Elwood & Goetz Wealth Advisory Group
Georgia
$1.04M +$567K +25,869 +115%
YWM
177
Yoder Wealth Management
California
$1.04M +$37.5K +1,709 +4%
RIM
178
Rockbridge Investment Management
New York
$1.01M -$78.9K -3,600 -7%
CPIG
179
Chicago Partners Investment Group
Illinois
$1.01M -$48.1K -2,193 -5%
PAG
180
Private Advisor Group
New Jersey
$969K -$84.7K -3,864 -8%
SWM
181
SigFig Wealth Management
California
$957K -$2.28K -104 -0.2%
CWM
182
Cooke Wealth Management
California
$942K +$1.45K +66 +0.2%
NFTC
183
North Forty Two & Co
Oregon
$942K
RIM
184
Rakuten Investment Management
Japan
$918K +$470K +21,420 +100%
Northern Trust
185
Northern Trust
Illinois
$917K +$532K +24,288 +132%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$889K +$35.3K +1,610 +4%
FG
187
Foster Group
Iowa
$875K +$118K +5,388 +15%
PAG
188
Private Advisory Group
Washington
$863K +$881K +40,180 New
Bank of New York Mellon
189
Bank of New York Mellon
New York
$863K +$81.3K +3,707 +10%
FEG
190
Fund Evaluation Group
Ohio
$861K +$81.8K +3,730 +10%
GCA
191
Gradient Capital Advisors
California
$857K -$41.6K -1,896 -5%
WAM
192
Wakefield Asset Management
Colorado
$850K +$95.7K +4,366 +12%
MMCM
193
Murphy & Mullick Capital Management
New York
$845K -$9.71K -443 -1%
LS
194
LCW Services
Virginia
$841K +$570K +25,990 +198%
AWA
195
Aletheian Wealth Advisors
Washington
$790K +$806K +36,762 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$788K -$13.3K -608 -2%
WWM
197
WT Wealth Management
Arizona
$788K +$34.7K +1,585 +5%
BWM
198
Brown Wealth Management
Illinois
$779K -$338K -15,435 -30%
MWM
199
Mission Wealth Management
California
$772K +$66.3K +3,024 +9%
RM
200
RCW Management
Florida
$771K