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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
AWA
176
Aletheian Wealth Advisors
Washington
$853K
SWM
177
SigFig Wealth Management
California
$832K
SWP
178
Stratos Wealth Partners
Ohio
$828K
Stifel Financial
179
Stifel Financial
Missouri
$822K
RBC
180
Roble Belko & Company
Pennsylvania
$820K
FEG
181
Fund Evaluation Group
Ohio
$805K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$803K
FWM
183
Forza Wealth Management
Florida
$769K
WAM
184
Wakefield Asset Management
Colorado
$757K
MWM
185
Mission Wealth Management
California
$755K
WP
186
WealthShield Partners
North Carolina
$754K
WWM
187
WT Wealth Management
Arizona
$741K
CKAIS
188
Christensen King & Associates Investment Services
Washington
$741K
IIA
189
Integral Investment Advisors
California
$741K
Bank of New York Mellon
190
Bank of New York Mellon
New York
$737K
YWM
191
Yoder Wealth Management
California
$726K
JWS
192
Juncture Wealth Strategies
Arizona
$721K
KWM
193
Kingsview Wealth Management
Oregon
$718K
LJAC
194
L.J. Altfest & Co
New York
$717K
FFA
195
Farther Finance Advisors
California
$716K
FFN
196
Focus Financial Network
Minnesota
$695K
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$693K
JWM
198
JFG Wealth Management
Colorado
$691K
FG
199
Foster Group
Iowa
$679K
LCM
200
Liberty Capital Management
Michigan
$661K