Stock ownership · SEC 13F · Q4 2025
CHARLES SCHWAB US REIT
Who owns CHARLES SCHWAB US REIT (CUSIP 808524847)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $831K
- Reported value
- 4
- Institutions
- 100%
- Top-5 share
The verdict
As of Q4 2025, 4 institutions report $831K in CHARLES SCHWAB US REIT positions, ownership that is dominated by its top few institutional owners.
- 4
- institutions hold it
- $831K
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 808524847 · Q4 2025 $1M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL
- VALUE-TRACE $0.8M
- HOLDERS-FOCUS 4 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 3 new
- BOOK-FULL 8Q history
Read with: Ownership concentration guide - CHARLES SCHWAB US REIT's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a CHARLES SCHWAB US REIT position has held steady from 4 to 4 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Clear Retirement Advice LLC | 28,536 | $618K | 74.3% |
| 2 | MidFirst Bank | 9,877 | $206K | 24.8% |
| 3 | Bell Investment Advisors, Inc | 328 | $7K | 0.8% |
| 4 | Strategic Investment Solutions, Inc. /IL | 35 | $725 | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CHARLES SCHWAB US REIT's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (3)
Complete exits (7)
Frequently Asked Questions
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Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.