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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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 call options, than puts

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

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$524K
Puts
$462K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
SigFig Wealth Management
California
$832K
SWP
177
Stratos Wealth Partners
Ohio
$828K
Stifel Financial
178
Stifel Financial
Missouri
$822K
RBC
179
Roble Belko & Company
Pennsylvania
$820K
FEG
180
Fund Evaluation Group
Ohio
$805K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$803K
FWM
182
Forza Wealth Management
Florida
$769K
WAM
183
Wakefield Asset Management
Colorado
$757K
MWM
184
Mission Wealth Management
California
$755K
WP
185
WealthShield Partners
North Carolina
$754K
WWM
186
WT Wealth Management
Arizona
$741K
CKAIS
187
Christensen King & Associates Investment Services
Washington
$741K
IIA
188
Integral Investment Advisors
California
$741K
Bank of New York Mellon
189
Bank of New York Mellon
New York
$737K
YWM
190
Yoder Wealth Management
California
$726K
JWS
191
Juncture Wealth Strategies
Arizona
$721K
KWM
192
Kingsview Wealth Management
Oregon
$718K
LJAC
193
L.J. Altfest & Co
New York
$717K
FFA
194
Farther Finance Advisors
California
$716K
FFN
195
Focus Financial Network
Minnesota
$695K
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$693K
JWM
197
JFG Wealth Management
Colorado
$691K
FG
198
Foster Group
Iowa
$679K
LCM
199
Liberty Capital Management
Michigan
$661K
BWM
200
BCS Wealth Management
Tennessee
$655K