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Schwab US REIT ETF

510 hedge funds and large institutions have $4.24B invested in Schwab US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less capital invested

Capital invested by funds: $4.29B → $4.24B (-$55.2M)

3.46% less ownership

Funds ownership: 56.77%53.3% (-3.5%)

Holders
510
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
$1.25M
Puts
$320K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Certuity
Florida
$655K
MWML
202
M Wealth Management LLC
California
$650K
ECM
203
Evergreen Capital Management
Washington
$634K
LCM
204
Liberty Capital Management
Michigan
$630K
YWM
205
Yoder Wealth Management
California
$617K
WA
206
Waverly Advisors
Alabama
$614K
TWM
207
Tanglewood Wealth Management
Texas
$603K
DSA
208
Droms Strauss Advisors
Missouri
$602K
PA
209
Parallel Advisors
California
$600K
VAF
210
Values Added Financial
District of Columbia
$597K
EFG
211
Everhart Financial Group
Ohio
$585K
Vanguard Group
212
Vanguard Group
Pennsylvania
$580K
CFA
213
Cahill Financial Advisors
Minnesota
$576K
VWA
214
Valued Wealth Advisors
Utah
$574K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$571K
IWC
216
Integrated Wealth Concepts
Massachusetts
$561K
CIA
217
Cape Investment Advisory
Georgia
$561K
EE
218
EWG Elevate
California
$554K
AF
219
Allworth Financial
California
$549K
PFG
220
Prospect Financial Group
Virginia
$546K
CCA
221
Carrera Capital Advisors
Michigan
$537K
HI
222
Human Investing
Oregon
$532K
FF
223
Friedenthal Financial
New Jersey
$531K
GFWA
224
Grey Fox Wealth Advisors
Delaware
$518K
LPAM
225
Lodestar Private Asset Management
California
$511K