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Schwab US REIT ETF

555 hedge funds and large institutions have $4.79B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 57

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

8% more capital invested

Capital invested by funds: $4.45B → $4.79B (+$340M)

3% more funds holding

Funds holding: 539555 (+16)

1.82% more ownership

Funds ownership: 52.98%54.8% (+1.8%)

24% less call options, than puts

Call options by funds: $263K | Put options by funds: $345K

Holders
555
Holders Change
+16
Holders Change %
+2.97%
% of All Funds
6.75%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.16%
New
90
Increased
227
Reduced
151
Closed
57
Calls
$263K
Puts
$345K
Net Calls
-$82K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
FG
201
Foster Group
Iowa
$738K +$81.5K +3,842 +12%
WAM
202
Wakefield Asset Management
Colorado
$735K +$2.23K +105 +0.3%
WWM
203
WT Wealth Management
Arizona
$733K +$15.3K +721 +2%
WP
204
WealthShield Partners
North Carolina
$729K -$1.44K -68 -0.2%
LCM
205
Liberty Capital Management
Michigan
$725K +$86.4K +4,074 +13%
RBC
206
Roble Belko & Company
Pennsylvania
$724K -$71.7K -3,381 -9%
CKAIS
207
Christensen King & Associates Investment Services
Washington
$709K -$9.37K -442 -1%
IA
208
IF Advisors
Texas
$688K +$699K +32,945 New
MWM
209
Mission Wealth Management
California
$688K -$44.5K -2,097 -6%
LJAC
210
L.J. Altfest & Co
New York
$687K -$7.82K -369 -1%
JWS
211
Juncture Wealth Strategies
Arizona
$672K -$26.1K -1,230 -4%
WCFA
212
Walkner Condon Financial Advisors
Wisconsin
$670K -$891 -42 -0.1%
KWM
213
Kingsview Wealth Management
Oregon
$658K -$37.8K -1,781 -5%
OCA
214
Odyssey Capital Advisors
Pennsylvania
$654K +$664K +31,292 New
FFN
215
Focus Financial Network
Minnesota
$646K -$27.6K -1,303 -4%
Vanguard Group
216
Vanguard Group
Pennsylvania
$644K +$77.2K +3,640 +13%
IIA
217
Integral Investment Advisors
California
$640K -$78.5K -3,700 -11%
DSA
218
Droms Strauss Advisors
Missouri
$634K +$80K +3,774 +14%
ECM
219
Evergreen Capital Management
Washington
$626K
CRA
220
Clear Retirement Advice
California
$618K +$605K +28,536 New
RC
221
Roundview Capital
New Jersey
$601K -$1.91K -90 -0.3%
PFG
222
Prospect Financial Group
Virginia
$596K +$34.4K +1,623 +6%
PA
223
Parallel Advisors
California
$595K +$3.84K +181 +0.6%
DCM
224
Dorato Capital Management
Colorado
$586K +$579K +27,294 New
WA
225
Waverly Advisors
Alabama
$577K +$68.8K +3,246 +13%