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Schwab US REIT ETF

551 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
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
FG
201
Foster Group
Iowa
$738K
WAM
202
Wakefield Asset Management
Colorado
$735K
WWM
203
WT Wealth Management
Arizona
$733K
WP
204
WealthShield Partners
North Carolina
$729K
LCM
205
Liberty Capital Management
Michigan
$725K
RBC
206
Roble Belko & Company
Pennsylvania
$724K
CKAIS
207
Christensen King & Associates Investment Services
Washington
$709K
IA
208
IF Advisors
Texas
$688K
MWM
209
Mission Wealth Management
California
$688K
LJAC
210
L.J. Altfest & Co
New York
$687K
JWS
211
Juncture Wealth Strategies
Arizona
$672K
WCFA
212
Walkner Condon Financial Advisors
Wisconsin
$670K
KWM
213
Kingsview Wealth Management
Oregon
$658K
OCA
214
Odyssey Capital Advisors
Pennsylvania
$654K
FFN
215
Focus Financial Network
Minnesota
$646K
Vanguard Group
216
Vanguard Group
Pennsylvania
$644K
IIA
217
Integral Investment Advisors
California
$640K
DSA
218
Droms Strauss Advisors
Missouri
$634K
ECM
219
Evergreen Capital Management
Washington
$626K
CRA
220
Clear Retirement Advice
California
$618K
RC
221
Roundview Capital
New Jersey
$601K
PFG
222
Prospect Financial Group
Virginia
$596K
PA
223
Parallel Advisors
California
$595K
DCM
224
Dorato Capital Management
Colorado
$586K
WA
225
Waverly Advisors
Alabama
$577K