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Schwab US REIT ETF

559 hedge funds and large institutions have $4.97B invested in Schwab US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 220 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$217M
2 +$20.3M
3 +$17.6M
4
WA
Waverly Advisors
Alabama
+$15.8M
5
Invesco
Invesco
Georgia
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OCA
201
Odyssey Capital Advisors
Pennsylvania
$771K
EWA
202
EverSource Wealth Advisors
Alabama
$770K
WP
203
WealthShield Partners
North Carolina
$762K
RBC
204
Roble Belko & Company
Pennsylvania
$717K
BCV
205
Banque Cantonale Vaudoise
Switzerland
$713K
CKAIS
206
Christensen King & Associates Investment Services
Washington
$713K
LJAC
207
L.J. Altfest & Co
New York
$711K
IA
208
IF Advisors
Texas
$708K
MCC
209
Money Concepts Capital
Florida
$693K
KWM
210
Kingsview Wealth Management
Oregon
$692K
GCA
211
Greenwood Capital Associates
South Carolina
$688K
DSA
212
Droms Strauss Advisors
Missouri
$687K
WCFA
213
Walkner Condon Financial Advisors
Wisconsin
$687K
SC
214
Savant Capital
Illinois
$683K
ACA
215
Atlas Capital Advisors
Wyoming
$674K
ECM
216
Evergreen Capital Management
Washington
$644K
SCM
217
Saxony Capital Management
Missouri
$637K
FFN
218
Focus Financial Network
Minnesota
$627K
RC
219
Roundview Capital
New Jersey
$624K
PA
220
Parallel Advisors
California
$615K
IWC
221
Integrated Wealth Concepts
Massachusetts
$608K
DCM
222
Dorato Capital Management
Colorado
$600K
LPAM
223
Lodestar Private Asset Management
California
$593K
IIA
224
Integral Investment Advisors
California
$588K
MWA
225
Medallion Wealth Advisors
Connecticut
$586K