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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 %
OIA
301
Optimum Investment Advisors
Illinois
$27K -$627 -28 -2%
RCA
302
Rowland Carmichael Advisors
Arizona
$25K
CFGS
303
Concourse Financial Group Securities
Alabama
$20K
TF
304
TimeScale Financial
Massachusetts
$20K +$20K +900 New
SBL
305
Sargent Bickham Lagudis
Colorado
$19K +$2.4K +110 +14%
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$18K
SIM
307
Sonora Investment Management
Arizona
$18K +$7.97K +364 +79%
CIAS
308
Capital Investment Advisory Services
North Carolina
$17K -$17K -776 -50%
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +736 New
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$15K +$15K +648 New
TIM
311
Tortoise Investment Management
New York
$14K -$2.98K -130 -18%
WCG
312
Weaver Consulting Group
California
$14K
BC
313
Barnett & Company
Tennessee
$14K
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$13K
EWM
315
Elmwood Wealth Management
California
$12K -$6.24K -290 -34%
JHCP
316
Jackson Hole Capital Partners
Oklahoma
$12K
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$12K
CFG
318
Citizens Financial Group
Rhode Island
$11K -$4.23K -194 -28%
WP
319
WealthShield Partners
North Carolina
$10K
SWP
320
Strategic Wealth Partners
Ohio
$10K +$211 +10 +2%
SSB
321
Sandy Spring Bank
Maryland
$9K -$4.5K -200 -33%
CFA
322
Camarda Financial Advisors
Florida
$9K
CCMW
323
Cypress Capital Management (Wyoming)
Wyoming
$9K
LFG
324
LifePlan Financial Group
Ohio
$7K +$333 +16 +5%
BEI
325
Benjamin Edwards Inc
Missouri
$7K +$7K +316 New