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Schwab US REIT ETF

536 hedge funds and large institutions have $4.77B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 223 increasing their positions, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$345K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthShield Partners
North Carolina
$729K
LCM
202
Liberty Capital Management
Michigan
$725K
RBC
203
Roble Belko & Company
Pennsylvania
$724K
CKAIS
204
Christensen King & Associates Investment Services
Washington
$709K
IA
205
IF Advisors
Texas
$688K
MWM
206
Mission Wealth Management
California
$688K
LJAC
207
L.J. Altfest & Co
New York
$687K
JWS
208
Juncture Wealth Strategies
Arizona
$672K
WCFA
209
Walkner Condon Financial Advisors
Wisconsin
$670K
KWM
210
Kingsview Wealth Management
Oregon
$658K
OCA
211
Odyssey Capital Advisors
Pennsylvania
$654K
FFN
212
Focus Financial Network
Minnesota
$646K
Vanguard Group
213
Vanguard Group
Pennsylvania
$644K
IIA
214
Integral Investment Advisors
California
$640K
DSA
215
Droms Strauss Advisors
Missouri
$634K
ECM
216
Evergreen Capital Management
Washington
$626K
CRAL
217
Clear Retirement Advice LLC
California
$618K
RC
218
Roundview Capital
New Jersey
$601K
PFG
219
Prospect Financial Group
Virginia
$596K
PA
220
Parallel Advisors
California
$595K
DCM
221
Dorato Capital Management
Colorado
$586K
WA
222
Waverly Advisors
Alabama
$577K
QCM
223
Quantinno Capital Management
New York
$577K
Natixis Advisors
224
Natixis Advisors
Massachusetts
$576K
SW
225
Simplicity Wealth
New Jersey
$570K