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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
PAG
176
Private Advisor Group
New Jersey
$1.02M
CPIG
177
Chicago Partners Investment Group
Illinois
$990K
YWM
178
Yoder Wealth Management
California
$973K
BWA
179
Bestgate Wealth Advisors
Maryland
$948K
CWM
180
Cooke Wealth Management
California
$940K
SWM
181
SigFig Wealth Management
California
$936K
NFTC
182
North Forty Two & Co
Oregon
$915K
CMMS
183
Comprehensive Money Management Services
Florida
$906K
Stifel Financial
184
Stifel Financial
Missouri
$893K
Citigroup
185
Citigroup
New York
$883K
WCM
186
Winthrop Capital Management
Indiana
$881K
GCA
187
Gradient Capital Advisors
California
$873K
ACA
188
Atlas Capital Advisors
Wyoming
$862K
Russell Investments Group
189
Russell Investments Group
United Kingdom
$853K
FFA
190
Farther Finance Advisors
California
$839K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$831K
MMCM
192
Murphy & Mullick Capital Management
New York
$830K
EWA
193
EverSource Wealth Advisors
Alabama
$824K
P
194
&Partners
Tennessee
$814K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$779K
Bank of New York Mellon
196
Bank of New York Mellon
New York
$761K
FEG
197
Fund Evaluation Group
Ohio
$759K
RM
198
RCW Management
Florida
$750K
FG
199
Foster Group
Iowa
$738K
WAM
200
Wakefield Asset Management
Colorado
$735K