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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
IA
176
IFP Advisors
Florida
$1.03M
BFG
177
Bleakley Financial Group
New Jersey
$1.02M
PAG
178
Private Advisor Group
New Jersey
$1.02M
CPIG
179
Chicago Partners Investment Group
Illinois
$990K
YWM
180
Yoder Wealth Management
California
$973K
BWA
181
Bestgate Wealth Advisors
Maryland
$948K
CWM
182
Cooke Wealth Management
California
$940K
SWM
183
SigFig Wealth Management
California
$936K
NFTC
184
North Forty Two & Co
Oregon
$915K
CMMS
185
Comprehensive Money Management Services
Florida
$906K
Stifel Financial
186
Stifel Financial
Missouri
$893K
Citigroup
187
Citigroup
New York
$883K
WCM
188
Winthrop Capital Management
Indiana
$881K
GCA
189
Gradient Capital Advisors
California
$873K
ACA
190
Atlas Capital Advisors
Wyoming
$862K
Russell Investments Group
191
Russell Investments Group
United Kingdom
$853K
FFA
192
Farther Finance Advisors
California
$839K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$831K
MMCM
194
Murphy & Mullick Capital Management
New York
$830K
EWA
195
EverSource Wealth Advisors
Alabama
$824K
P
196
&Partners
Tennessee
$814K
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$779K
Bank of New York Mellon
198
Bank of New York Mellon
New York
$761K
FEG
199
Fund Evaluation Group
Ohio
$759K
RM
200
RCW Management
Florida
$750K