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Schwab US REIT ETF

524 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, 220 increasing their positions, 141 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 (+$203M)

0.39% less ownership

Funds ownership: 53.3%52.91% (-0.39%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
524
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
ECM
201
Evergreen Capital Management
Washington
$646K
CIP
202
Capital Insight Partners
Arizona
$646K
MWML
203
M Wealth Management LLC
California
$646K
Goldman Sachs
204
Goldman Sachs
New York
$639K
C
205
Certuity
Florida
$637K
IFA
206
Interactive Financial Advisors
Illinois
$623K
RC
207
Roundview Capital
New Jersey
$623K
TWM
208
Tanglewood Wealth Management
Texas
$615K
Natixis Advisors
209
Natixis Advisors
Massachusetts
$614K
PA
210
Parallel Advisors
California
$610K
EGWAG
211
Elwood & Goetz Wealth Advisory Group
Georgia
$608K
EE
212
EWG Elevate
California
$602K
EFG
213
Everhart Financial Group
Ohio
$598K
AI
214
Atria Investments
North Carolina
$591K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$588K
Vanguard Group
216
Vanguard Group
Pennsylvania
$586K
PFG
217
Prospect Financial Group
Virginia
$580K
DSA
218
Droms Strauss Advisors
Missouri
$573K
VWA
219
Valued Wealth Advisors
Utah
$572K
SOADOR
220
State of Alaska Department of Revenue
Alaska
$560K
IWC
221
Integrated Wealth Concepts
Massachusetts
$559K
NFG
222
Nations Financial Group
Iowa
$555K
CCA
223
Carrera Capital Advisors
Michigan
$551K
FF
224
Friedenthal Financial
New Jersey
$541K
BIA
225
Bigelow Investment Advisors
Maine
$534K