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Schwab US REIT ETF

560 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, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
YWM
176
Yoder Wealth Management
California
$1.04M
RIM
177
Rockbridge Investment Management
New York
$1.01M
CPIG
178
Chicago Partners Investment Group
Illinois
$1.01M
PAG
179
Private Advisor Group
New Jersey
$969K
SWM
180
SigFig Wealth Management
California
$957K
CWM
181
Cooke Wealth Management
California
$942K
NFTC
182
North Forty Two & Co
Oregon
$942K
RIM
183
Rakuten Investment Management
Japan
$918K
Northern Trust
184
Northern Trust
Illinois
$917K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$889K
FG
186
Foster Group
Iowa
$875K
PAG
187
Private Advisory Group
Washington
$863K
Bank of New York Mellon
188
Bank of New York Mellon
New York
$863K
FEG
189
Fund Evaluation Group
Ohio
$861K
GCA
190
Gradient Capital Advisors
California
$857K
WAM
191
Wakefield Asset Management
Colorado
$850K
MMCM
192
Murphy & Mullick Capital Management
New York
$845K
LS
193
LCW Services
Virginia
$841K
AWA
194
Aletheian Wealth Advisors
Washington
$790K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$788K
WWM
196
WT Wealth Management
Arizona
$788K
BWM
197
Brown Wealth Management
Illinois
$779K
MWM
198
Mission Wealth Management
California
$772K
RM
199
RCW Management
Florida
$771K
OCA
200
Odyssey Capital Advisors
Pennsylvania
$771K