We are live on ! Find out more
SCHH icon

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
EFG
276
Everhart Financial Group
Ohio
$242K -$226K -10,458 -45%
WW
277
Waterfront Wealth
Kansas
$230K -$7.53K -348 -3%
LWM
278
Lyell Wealth Management
California
$229K +$2.06K +95 +0.8%
AFP
279
Ausdal Financial Partners
Iowa
$225K -$26.9K -1,242 -9%
GGS
280
Galvin Gaustad & Stein
Arizona
$224K +$34.5K +1,595 +15%
EFS
281
Econ Financial Services
Pennsylvania
$223K +$258K +11,929 New
GAM
282
Garrison Asset Management
Arkansas
$221K +$151 +7 +0.1%
AWM
283
Aspire Wealth Management
Massachusetts
$220K +$255K +11,781 New
BIA
284
Bigelow Investment Advisors
Maine
$219K +$31.8K +1,470 +14%
SIC
285
SJS Investment Consulting
Ohio
$219K +$253K +11,697 New
SFS
286
Summit Financial Strategies
Ohio
$217K -$5.15K -238 -2%
RMC
287
Regis Management Company
California
$217K
TRCT
288
Tower Research Capital (TRC)
New York
$216K +$71.5K +3,305 +40%
NL
289
NWAM LLC
Washington
$214K -$111K -5,124 -31%
AT
290
American Trust
Kentucky
$214K +$14K +645 +6%
PS
291
Portfolio Solutions
Michigan
$213K -$35.7K -1,648 -13%
CA
292
Cetera Advisors
Colorado
$213K +$38.7K +1,788 +19%
GRP
293
Global Retirement Partners
California
$210K +$368 +17 +0.2%
IAN
294
Integrated Advisors Network
Texas
$208K +$1.23K +57 +0.5%
HT
295
HAP Trading
New York
$207K -$78.9K -3,647 -25%
HCP
296
Hexagon Capital Partners
Arkansas
$207K +$208K +9,608 +657%
RSWM
297
Robertson Stephens Wealth Management
California
$205K +$10.9K +504 +5%
HWM
298
HB Wealth Management
Georgia
$205K +$238K +10,984 New
WSTAM
299
Wilbanks Smith & Thomas Asset Management
Virginia
$202K -$1.12M -51,969 -83%
B
300
Bridgeworth
Alabama
$193K -$866K -40,029 -79%