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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 %
CAC
326
Certified Advisory Corp
Florida
$6K -$24.9K -1,056 -81%
VFA
327
Valeo Financial Advisors
Indiana
$6K -$17.9K -792 -75%
SFSG
328
Stearns Financial Services Group
North Carolina
$6K +$4K +180 +200%
HCM
329
Horrell Capital Management
Arkansas
$5K
PK
330
Pflug Koory
Nebraska
$5K
WCM
331
Whitener Capital Management
North Carolina
$5K +$379 +20 +8%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$4.48K
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44K
GWS
334
Glassman Wealth Services
Virginia
$4K -$4.8K -240 -55%
BC
335
Bartlett & Co
Ohio
$4K
DWM
336
Destination Wealth Management
California
$4K +$4K +194 New
MWM
337
Merriman Wealth Management
Washington
$3.64K +$930 +4,196 +34%
TCOV
338
Trust Company of Vermont
Vermont
$3K -$1.34K -68 -31%
OAM
339
Oppenheimer Asset Management
New York
$3K
FANJ
340
Financial Architects (New Jersey)
New Jersey
$3K
KC
341
Knuff & Co
California
$3K
RIA
342
Realta Investment Advisors
Delaware
$3K +$3K +94 New
CIM
343
Contravisory Investment Management
Massachusetts
$2K
FWM
344
Focused Wealth Management
New York
$2K +$2K +106 New
TFGT
345
TS Financial Group (TSFG)
Illinois
$1K
FMP
346
Financial Management Professionals
Texas
$1K
TA
347
TCG Advisors
Texas
$1K
FHA
348
Flagship Harbor Advisors
Massachusetts
$1K
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$1K
IBOK
350
Independence Bank of Kentucky
Kentucky
$1K