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Schwab US REIT ETF

366 hedge funds and large institutions have $3.63B invested in Schwab US REIT ETF in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 136 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
7.96%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
41
Increased
136
Reduced
116
Closed
30
Calls
$1.49M
Puts
$1.83M
Net Calls
-$336K
Net Calls Change
-$771K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$55K +$14.3K +644 +35%
RCC
277
Red Cedar Capital
Nebraska
$52K
SHJ
278
Sharkey, Howes & Javer
Colorado
$51K
JPLA
279
Joseph P. Lucia & Associates
New York
$50K -$2.18M -98,598 -98%
GWM
280
Geneos Wealth Management
Colorado
$50K
Simplex Trading
281
Simplex Trading
Illinois
$48K +$48K +2,200 New
CDIA
282
Capital Directions Investment Advisors
Georgia
$47K
PO
283
Private Ocean
California
$42K -$11.3K -514 -21%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$42K
VNA
285
Valley National Advisers
Pennsylvania
$42K
RFM
286
Royal Fund Management
Florida
$41K +$36.5K +1,646 +807%
RFA
287
Reilly Financial Advisors
California
$39K +$36.8K +1,648 +1,682%
FIA
288
FNY Investment Advisers
New York
$39K +$39K +1,782 New
BA
289
Belvedere Advisors
California
$38K -$65.4K -2,904 -63%
ADL
290
Asset Dedication LLC
California
$38K +$27.4K +1,188 +257%
APA
291
American Portfolios Advisors
New York
$37.6K +$12.8K +578 +52%
AA
292
AlphaMark Advisors
Kentucky
$36K
QAM
293
QCI Asset Management
New York
$36K
VCM
294
Vigilant Capital Management
Maine
$36K +$29.9K +1,332 +493%
ONST
295
Old North State Trust
North Carolina
$34K
PB
296
Pinnacle Bancorp
Nebraska
$32K
TRCT
297
Tower Research Capital (TRC)
New York
$31K -$2.09M -94,476 -99%
Citigroup
298
Citigroup
New York
$31K +$16.7K +760 +117%
SPIA
299
Steward Partners Investment Advisory
New York
$31K +$31K +1,396 New
S
300
SignatureFD
Georgia
$29K -$18.5K -820 -39%