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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 91 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | 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: 538555 (+17)

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
+17
Holders Change %
+3.16%
% 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
91
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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.25B +$62.9M +2,964,924 +5%
US Bancorp
2
US Bancorp
Minnesota
$684M +$14.3M +672,570 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$508M -$76.4M -3,602,717 -13%
Creative Planning
4
Creative Planning
Kansas
$441M -$12.8M -604,084 -3%
Two Sigma Investments
5
Two Sigma Investments
New York
$244M +$248M +11,681,437 New
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$186M +$11.8M +557,970 +7%
DI
7
DUMAC Inc
North Carolina
$164M +$166M +7,846,742 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$160M +$4.23M +199,277 +3%
Cerity Partners
9
Cerity Partners
New York
$55.5M +$427K +20,140 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$41.7M +$6.21M +292,647 +17%
BEI
11
Benjamin Edwards Inc
Missouri
$37.8M +$2.8M +131,891 +8%
MSA
12
Mason Street Advisors
Wisconsin
$35.8M +$1.82M +85,915 +5%
RA
13
Rational Advisors
New York
$30.8M -$1.22M -57,556 -4%
CST
14
Charles Schwab Trust
Nevada
$28.4M +$1.78M +83,833 +7%
BlackRock
15
BlackRock
New York
$27.4M +$5.41M +254,965 +24%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$24.3M -$1.02M -47,982 -4%
MGIA
17
Moneta Group Investment Advisors
Missouri
$22.1M -$217K -10,242 -1%
M&T Bank
18
M&T Bank
New York
$21.9M +$22.2M +1,046,422 New
BWA
19
BlueSky Wealth Advisors
North Carolina
$21.5M +$766K +36,125 +4%
FM
20
Foster & Motley
Ohio
$20.2M +$100K +4,724 +0.5%
HFS
21
Hantz Financial Services
Michigan
$18.2M +$885K +41,738 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$16.8M -$994K -46,900 -6%
Betterment LLC
23
Betterment LLC
New York
$16.1M +$1.31M +61,581 +9%
ZRP
24
Zynergy Retirement Planning
New Jersey
$15.7M +$110K +5,189 +0.7%
PWMG
25
Pioneer Wealth Management Group
Texas
$14.8M +$279K +13,139 +2%