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Schwab US REIT ETF

532 hedge funds and large institutions have $4.44B invested in Schwab US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 146 reducing their positions, and 36 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: $4.24B → $4.44B (+$208M)

0.37% less ownership

Funds ownership: 53.31%52.94% (-0.37%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
532
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
BWM
201
BCS Wealth Management
Tennessee
$655K
Corient Private Wealth
202
Corient Private Wealth
Florida
$649K
ECM
203
Evergreen Capital Management
Washington
$646K
CIP
204
Capital Insight Partners
Arizona
$646K
MWML
205
M Wealth Management LLC
California
$646K
Goldman Sachs
206
Goldman Sachs
New York
$639K
C
207
Certuity
Florida
$637K
IFA
208
Interactive Financial Advisors
Illinois
$623K
RC
209
Roundview Capital
New Jersey
$623K
TWM
210
Tanglewood Wealth Management
Texas
$615K
Natixis Advisors
211
Natixis Advisors
Massachusetts
$614K
PA
212
Parallel Advisors
California
$610K
EGWAG
213
Elwood & Goetz Wealth Advisory Group
Georgia
$608K
EE
214
EWG Elevate
California
$602K
EFG
215
Everhart Financial Group
Ohio
$598K
AI
216
Atria Investments
North Carolina
$591K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$588K
Vanguard Group
218
Vanguard Group
Pennsylvania
$586K
PFG
219
Prospect Financial Group
Virginia
$580K
DSA
220
Droms Strauss Advisors
Missouri
$573K
VWA
221
Valued Wealth Advisors
Utah
$572K
SOADOR
222
State of Alaska Department of Revenue
Alaska
$560K
IWC
223
Integrated Wealth Concepts
Massachusetts
$559K
AF
224
Allworth Financial
California
$558K
NFG
225
Nations Financial Group
Iowa
$555K