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Schwab US REIT ETF

500 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 205 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$161K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
Roundview Capital
New Jersey
$683K
PFBT
202
Parkside Financial Bank & Trust
Missouri
$679K
BIA
203
Bigelow Investment Advisors
Maine
$674K
IA
204
IFP Advisors
Florida
$663K
MWML
205
M Wealth Management LLC
California
$661K
IFA
206
Interactive Financial Advisors
Illinois
$658K
ECM
207
Evergreen Capital Management
Washington
$644K
RWM
208
Ritholtz Wealth Management
New York
$643K
CFA
209
Cahill Financial Advisors
Minnesota
$642K
GKWIM
210
Gerber Kawasaki Wealth & Investment Management
California
$631K
C
211
Certuity
Florida
$623K
LCM
212
Liberty Capital Management
Michigan
$613K
YWM
213
Yoder Wealth Management
California
$608K
Vanguard Group
214
Vanguard Group
Pennsylvania
$591K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$591K
EE
216
EWG Elevate
California
$582K
FG
217
Foster Group
Iowa
$576K
GFWA
218
Grey Fox Wealth Advisors
Delaware
$560K
SWM
219
SigFig Wealth Management
California
$557K
FF
220
Friedenthal Financial
New Jersey
$546K
CCA
221
Carrera Capital Advisors
Michigan
$542K
B
222
Bailard
California
$540K
N
223
Natixis
France
$525K
OIA
224
OneDigital Investment Advisors
Kansas
$520K
LF
225
Lee Financial
Texas
$518K