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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$796K
WPW
177
Watershed Private Wealth
Illinois
$792K
FWM
178
Forza Wealth Management
Florida
$786K
IIA
179
Integral Investment Advisors
California
$786K
RFP
180
Root Financial Partners
California
$779K
PA
181
Parallel Advisors
California
$777K
LJAC
182
L.J. Altfest & Co
New York
$773K
PAG
183
Private Advisor Group
New Jersey
$772K
CMMS
184
Comprehensive Money Management Services
Florida
$771K
JWS
185
Juncture Wealth Strategies
Arizona
$768K
BWM
186
BCS Wealth Management
Tennessee
$762K
CW
187
CreativeOne Wealth
Kansas
$758K
FPAS
188
Focus Partners Advisor Solutions
Missouri
$758K
FFN
189
Focus Financial Network
Minnesota
$750K
AF
190
Allworth Financial
California
$737K
CKAIS
191
Christensen King & Associates Investment Services
Washington
$737K
JWM
192
JFG Wealth Management
Colorado
$735K
WP
193
WealthShield Partners
North Carolina
$715K
MWM
194
Mission Wealth Management
California
$714K
KWM
195
Kingsview Wealth Management
Oregon
$704K
MML Investors Services
196
MML Investors Services
Massachusetts
$703K
WA
197
Waverly Advisors
Alabama
$699K
VFG
198
Victory Financial Group
Texas
$693K
WAM
199
Wakefield Asset Management
Colorado
$687K
VAF
200
Values Added Financial
District of Columbia
$684K