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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$803K
FWM
177
Forza Wealth Management
Florida
$774K
IA
178
IFP Advisors
Florida
$765K
LJAC
179
L.J. Altfest & Co
New York
$761K
IIA
180
Integral Investment Advisors
California
$761K
CIP
181
Capital Insight Partners
Arizona
$758K
PAG
182
Private Advisor Group
New Jersey
$751K
GKWIM
183
Gerber Kawasaki Wealth & Investment Management
California
$731K
CKAIS
184
Christensen King & Associates Investment Services
Washington
$726K
KWM
185
Kingsview Wealth Management
Oregon
$721K
WP
186
WealthShield Partners
North Carolina
$716K
JWS
187
Juncture Wealth Strategies
Arizona
$713K
FFA
188
Farther Finance Advisors
California
$709K
FFN
189
Focus Financial Network
Minnesota
$702K
MWM
190
Mission Wealth Management
California
$700K
WCFA
191
Walkner Condon Financial Advisors
Wisconsin
$695K
WAM
192
Wakefield Asset Management
Colorado
$694K
VFG
193
Victory Financial Group
Texas
$686K
JWM
194
JFG Wealth Management
Colorado
$684K
MML Investors Services
195
MML Investors Services
Massachusetts
$680K
RC
196
Roundview Capital
New Jersey
$675K
BIA
197
Bigelow Investment Advisors
Maine
$672K
FG
198
Foster Group
Iowa
$661K
IFA
199
Interactive Financial Advisors
Illinois
$661K
FPAS
200
Focus Partners Advisor Solutions
Missouri
$659K