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Schwab US REIT ETF

545 hedge funds and large institutions have $4.78B invested in Schwab US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 224 increasing their positions, 151 reducing their positions, and 57 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 534545 (+11)

1.78% more ownership

Funds ownership: 52.92%54.71% (+1.8%)

24% less call options, than puts

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

Holders
545
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
WWM
201
WT Wealth Management
Arizona
$733K
WP
202
WealthShield Partners
North Carolina
$729K
LCM
203
Liberty Capital Management
Michigan
$725K
RBC
204
Roble Belko & Company
Pennsylvania
$724K
CKAIS
205
Christensen King & Associates Investment Services
Washington
$709K
IA
206
IF Advisors
Texas
$688K
MWM
207
Mission Wealth Management
California
$688K
LJAC
208
L.J. Altfest & Co
New York
$687K
JWS
209
Juncture Wealth Strategies
Arizona
$672K
WCFA
210
Walkner Condon Financial Advisors
Wisconsin
$670K
KWM
211
Kingsview Wealth Management
Oregon
$658K
OCA
212
Odyssey Capital Advisors
Pennsylvania
$654K
FFN
213
Focus Financial Network
Minnesota
$646K
Vanguard Group
214
Vanguard Group
Pennsylvania
$644K
IIA
215
Integral Investment Advisors
California
$640K
DSA
216
Droms Strauss Advisors
Missouri
$634K
ECM
217
Evergreen Capital Management
Washington
$626K
CRA
218
Clear Retirement Advice
California
$618K
RC
219
Roundview Capital
New Jersey
$601K
PFG
220
Prospect Financial Group
Virginia
$596K
PA
221
Parallel Advisors
California
$595K
DCM
222
Dorato Capital Management
Colorado
$586K
WA
223
Waverly Advisors
Alabama
$577K
QCM
224
Quantinno Capital Management
New York
$577K
Natixis Advisors
225
Natixis Advisors
Massachusetts
$576K