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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
BFA
301
Bluestem Financial Advisors
Illinois
$193K -$107K -4,948 -32%
DSA
302
Droms Strauss Advisors
Missouri
$188K -$27.8K -1,285 -11%
BIA
303
Bell Investment Advisors
California
$167K +$1.49K +69 +0.8%
AF
304
Advisornet Financial
Minnesota
$166K +$4.65K +215 +2%
HI
305
Harbour Investments
Wisconsin
$163K
SPIA
306
Steward Partners Investment Advisory
New York
$159K -$1.43K -66 -0.8%
UB
307
UMB Bank
Missouri
$145K -$151K -6,982 -47%
ZIG
308
Zullo Investment Group
Pennsylvania
$145K -$63.8K -2,951 -28%
CB
309
Community Bank
New York
$142K +$164K +7,596 New
William Blair & Company
310
William Blair & Company
Illinois
$141K +$25.8K +1,194 +19%
FSWA
311
Financial Synergies Wealth Advisors
Texas
$138K -$3.18K -147 -2%
CIR
312
Clear Investment Research
Georgia
$137K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$132K +$14.3K +659 +10%
BCM
314
Blume Capital Management
California
$113K
LF
315
Lee Financial
Texas
$108K +$54.3K +2,512 +76%
FRA
316
Front Row Advisors
California
$100K +$22 +1 +0%
AA
317
Ancora Advisors
Ohio
$95K -$9.59K -443 -8%
ACA
318
Aptus Capital Advisors
Alabama
$86K -$3.42K -158 -3%
S
319
SignatureFD
Georgia
$84K -$19.9K -918 -17%
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$78K +$90.9K +4,200 New
NIC
321
Northwest Investment Counselors
Oregon
$77K +$303 +14 +0.3%
DI
322
Disciplined Investments
Oklahoma
$77K +$4.83K +223 +6%
CPA
323
Cardiff Park Advisors
California
$68K +$541 +25 +0.7%
SC
324
Stephens Consulting
Michigan
$67.8K +$78.5K +3,628 New
CIAS
325
Capital Investment Advisory Services
North Carolina
$65K +$87 +4 +0.1%