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Schwab US REIT ETF

534 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 146 reducing their positions, and 37 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: $4.23B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.29%52.92% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
534
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
Corient Private Wealth
201
Corient Private Wealth
Florida
$649K
ECM
202
Evergreen Capital Management
Washington
$646K
CIP
203
Capital Insight Partners
Arizona
$646K
MWML
204
M Wealth Management LLC
California
$646K
Goldman Sachs
205
Goldman Sachs
New York
$639K
C
206
Certuity
Florida
$637K
IFA
207
Interactive Financial Advisors
Illinois
$623K
RC
208
Roundview Capital
New Jersey
$623K
TWM
209
Tanglewood Wealth Management
Texas
$615K
Natixis Advisors
210
Natixis Advisors
Massachusetts
$614K
PA
211
Parallel Advisors
California
$610K
EGWAG
212
Elwood & Goetz Wealth Advisory Group
Georgia
$608K
EE
213
EWG Elevate
California
$602K
EFG
214
Everhart Financial Group
Ohio
$598K
AI
215
Atria Investments
North Carolina
$591K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$588K
Vanguard Group
217
Vanguard Group
Pennsylvania
$586K
PFG
218
Prospect Financial Group
Virginia
$580K
DSA
219
Droms Strauss Advisors
Missouri
$573K
VWA
220
Valued Wealth Advisors
Utah
$572K
SOADOR
221
State of Alaska Department of Revenue
Alaska
$560K
IWC
222
Integrated Wealth Concepts
Massachusetts
$559K
AF
223
Allworth Financial
California
$558K
NFG
224
Nations Financial Group
Iowa
$555K
CCA
225
Carrera Capital Advisors
Michigan
$551K