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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
176
Elwood & Goetz Wealth Advisory Group
Georgia
$1.04M
YWM
177
Yoder Wealth Management
California
$1.04M
RIM
178
Rockbridge Investment Management
New York
$1.01M
CPIG
179
Chicago Partners Investment Group
Illinois
$1.01M
PAG
180
Private Advisor Group
New Jersey
$969K
SWM
181
SigFig Wealth Management
California
$957K
CWM
182
Cooke Wealth Management
California
$942K
NFTC
183
North Forty Two & Co
Oregon
$942K
RIM
184
Rakuten Investment Management
Japan
$918K
Northern Trust
185
Northern Trust
Illinois
$917K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$889K
FG
187
Foster Group
Iowa
$875K
PAG
188
Private Advisory Group
Washington
$863K
Bank of New York Mellon
189
Bank of New York Mellon
New York
$863K
FEG
190
Fund Evaluation Group
Ohio
$861K
GCA
191
Gradient Capital Advisors
California
$857K
WAM
192
Wakefield Asset Management
Colorado
$850K
MMCM
193
Murphy & Mullick Capital Management
New York
$845K
LS
194
LCW Services
Virginia
$841K
AWA
195
Aletheian Wealth Advisors
Washington
$790K
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$788K
WWM
197
WT Wealth Management
Arizona
$788K
BWM
198
Brown Wealth Management
Illinois
$779K
MWM
199
Mission Wealth Management
California
$772K
RM
200
RCW Management
Florida
$771K