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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
176
Chicago Partners Investment Group
Illinois
$990K
YWM
177
Yoder Wealth Management
California
$973K
BWA
178
Bestgate Wealth Advisors
Maryland
$948K
CWM
179
Cooke Wealth Management
California
$940K
SWM
180
SigFig Wealth Management
California
$936K
NFTC
181
North Forty Two & Co
Oregon
$915K
CMMS
182
Comprehensive Money Management Services
Florida
$906K
Stifel Financial
183
Stifel Financial
Missouri
$893K
Citigroup
184
Citigroup
New York
$883K
WCM
185
Winthrop Capital Management
Indiana
$881K
GCA
186
Gradient Capital Advisors
California
$873K
ACA
187
Atlas Capital Advisors
Wyoming
$862K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$853K
FFA
189
Farther Finance Advisors
California
$839K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$831K
MMCM
191
Murphy & Mullick Capital Management
New York
$830K
EWA
192
EverSource Wealth Advisors
Alabama
$824K
P
193
&Partners
Tennessee
$814K
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$779K
Bank of New York Mellon
195
Bank of New York Mellon
New York
$761K
FEG
196
Fund Evaluation Group
Ohio
$759K
RM
197
RCW Management
Florida
$750K
FG
198
Foster Group
Iowa
$738K
WAM
199
Wakefield Asset Management
Colorado
$735K
WWM
200
WT Wealth Management
Arizona
$733K