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Schwab US REIT ETF

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
251
Bluestem Financial Advisors
Illinois
$432K +$1.26K +60 +0.3%
EFG
252
Everhart Financial Group
Ohio
$431K -$11K -523 -2%
AWM
253
Ariadne Wealth Management
California
$431K +$110K +5,100 +34%
AWS
254
Atria Wealth Solutions
New York
$429K -$20.9K -994 -5%
AI
255
Atria Investments
North Carolina
$429K -$7.1K -337 -2%
DWS
256
Discipline Wealth Solutions
South Carolina
$428K +$428K +20,345 New
WF
257
Whelan Financial
California
$427K -$63 -3 -0%
SCI
258
Stableford Capital II
Arizona
$423K -$903K -42,871 -68%
PFA
259
Portland Financial Advisors
New York
$418K +$418K +19,868 New
CB
260
Commerce Bank
Missouri
$418K -$36.7K -1,743 -8%
FWM
261
Fonville Wealth Management
Virginia
$416K -$14.9K -708 -3%
JEST
262
JTC Employer Solutions Trustee
Jersey
$414K
IWC
263
Integrated Wealth Concepts
Massachusetts
$412K +$48K +2,281 +13%
B
264
Bailard
California
$407K +$43.3K +2,058 +12%
CI
265
Cordant Inc
Oregon
$405K -$8.11K -385 -2%
CAMG
266
CWA Asset Management Group
Florida
$401K +$54.1K +2,567 +16%
HFS
267
Heritage Financial Services
Massachusetts
$397K -$31.5K -1,497 -7%
NL
268
NWAM LLC
Washington
$394K -$50.7K -2,406 -11%
CW
269
CreativeOne Wealth
Kansas
$394K +$128K +6,084 +48%
WWM
270
WT Wealth Management
Arizona
$393K -$3.05K -145 -0.8%
IWA
271
IVC Wealth Advisors
Pennsylvania
$393K +$110K +5,244 +39%
PB
272
Pinnacle Bancorp
Nebraska
$387K -$63 -3 -0%
HCP
273
Hardin Capital Partners
South Carolina
$384K -$2.36K -112 -0.6%
CC
274
Callan Capital
California
$373K -$4.21K -200 -1%
CCA
275
Cobblestone Capital Advisors
New York
$369K -$36.6K -1,740 -9%