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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$1.03M +$176K +8,321 +20%
BFG
177
Bleakley Financial Group
New Jersey
$1.02M +$40K +1,888 +4%
PAG
178
Private Advisor Group
New Jersey
$1.02M +$4.45K +210 +0.4%
CPIG
179
Chicago Partners Investment Group
Illinois
$990K -$136K -6,391 -12%
YWM
180
Yoder Wealth Management
California
$973K +$274K +12,941 +38%
BWA
181
Bestgate Wealth Advisors
Maryland
$948K -$37.7K -1,779 -4%
CWM
182
Cooke Wealth Management
California
$940K +$928K +43,765 New
SWM
183
SigFig Wealth Management
California
$936K +$122K +5,748 +15%
NFTC
184
North Forty Two & Co
Oregon
$915K -$12.7K -600 -1%
CMMS
185
Comprehensive Money Management Services
Florida
$906K +$5.83K +275 +0.6%
Stifel Financial
186
Stifel Financial
Missouri
$893K +$98.1K +4,627 +12%
Citigroup
187
Citigroup
New York
$883K +$563K +26,562 +169%
WCM
188
Winthrop Capital Management
Indiana
$881K +$1.02K +48 +0.1%
GCA
189
Gradient Capital Advisors
California
$873K -$5.05K -238 -0.6%
ACA
190
Atlas Capital Advisors
Wyoming
$862K +$875K +41,269 New
Russell Investments Group
191
Russell Investments Group
United Kingdom
$853K +$663K +31,251 +325%
FFA
192
Farther Finance Advisors
California
$839K +$148K +6,970 +21%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$831K +$53.6K +2,530 +7%
MMCM
194
Murphy & Mullick Capital Management
New York
$830K -$38K -1,790 -4%
EWA
195
EverSource Wealth Advisors
Alabama
$824K -$41.3K -1,947 -5%
P
196
&Partners
Tennessee
$814K +$826K +38,965 New
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$779K +$213K +10,024 +37%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$761K +$47.8K +2,256 +7%
FEG
199
Fund Evaluation Group
Ohio
$759K -$21.1K -995 -3%
RM
200
RCW Management
Florida
$750K +$761K +35,897 New