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Schwab US REIT ETF

454 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 140

8% more call options, than puts

Call options by funds: $559K | Put options by funds: $518K

0.82% more ownership

Funds ownership: 72.51%73.33% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 464454 (-10)

11% less capital invested

Capital invested by funds: $4.28B → $3.8B (-$483M)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
186
Reduced
140
Closed
56
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bailard
California
$416K -$49.3K -2,278 -9%
LWAC
227
Laurel Wealth Advisors (California)
California
$412K -$9.04K -418 -2%
WAM
228
Wakefield Asset Management
Colorado
$403K -$13.5K -626 -3%
LWM
229
Laidlaw Wealth Management
New York
$401K +$18.5K +855 +4%
BAM
230
Baldrige Asset Management
Pennsylvania
$398K -$729K -33,717 -61%
LF
231
LifeSteps Financial
California
$396K -$22.8K -1,052 -5%
WF
232
Whelan Financial
California
$390K -$589K -27,203 -57%
AWM
233
Avaii Wealth Management
Wisconsin
$390K +$19K +879 +4%
FNBT
234
FineMark National Bank & Trust
Florida
$382K
1WM
235
1900 Wealth Management
Texas
$378K -$98.3K -4,543 -18%
JEST
236
JTC Employer Solutions Trustee
Jersey
$371K -$174K -8,025 -29%
TIM
237
Tortoise Investment Management
New York
$367K -$8.65K -400 -2%
PAS
238
Park Avenue Securities
New York
$366K +$129K +5,964 +44%
AOWM
239
Alpha Omega Wealth Management
Virginia
$364K -$63.5K -2,936 -13%
LFA
240
Laraway Financial Advisors
Minnesota
$361K -$2.81K -130 -0.7%
WFA
241
Websterrogers Financial Advisors
South Carolina
$357K -$54.1K -2,502 -12%
RJA
242
Raymond James & Associates
Florida
$352K +$65.9K +3,048 +19%
SCI
243
Stableford Capital II
Arizona
$347K -$3.22K -149 -0.8%
CCM
244
Crew Capital Management
Ohio
$340K
CAM
245
Cresset Asset Management
Illinois
$338K +$37.2K +1,721 +11%
CA
246
Cambridge Advisors
Nebraska
$328K +$173 +8 +0%
FWI
247
Facet Wealth Inc
Maryland
$326K -$36.1K -1,667 -9%
CCA
248
Cobblestone Capital Advisors
New York
$326K +$56.9K +2,630 +18%
FG
249
Foster Group
Iowa
$325K +$8.46K +391 +2%
CWM
250
Collaborative Wealth Management
Florida
$324K -$8.42K -389 -2%