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Schwab US REIT ETF

399 hedge funds and large institutions have $3.3B invested in Schwab US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 145 increasing their positions, 139 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-29
Holders Change %
-6.78%
% of All Funds
8.81%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.53%
New
61
Increased
145
Reduced
139
Closed
83
Calls
$954K
Puts
$139K
Net Calls
+$815K
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
326
Howe & Rusling
New York
$17K +$16.6K +1,032 +4,691%
BEI
327
Benjamin Edwards Inc
Missouri
$15K +$9.9K +610 +194%
BNP Paribas Financial Markets
328
BNP Paribas Financial Markets
France
$15K -$71.4K -4,362 -83%
SFG
329
Sowa Financial Group
Rhode Island
$14K +$14K +836 New
DOA
330
D'Orazio & Associates
Virginia
$13K
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$13K
AWM
332
Atticus Wealth Management
Florida
$12K -$6.35K -400 -35%
BC
333
Barnett & Company
Tennessee
$11K
WCG
334
Weaver Consulting Group
California
$11K
LFG
335
LifePlan Financial Group
Ohio
$11K +$550 +34 +5%
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$11K +$649 +38 +6%
SWA
337
Sutton Wealth Advisors
Florida
$10.3K -$59.1K -3,608 -85%
VNA
338
Valley National Advisers
Pennsylvania
$10K
OIA
339
Optimum Investment Advisors
Illinois
$9K -$1.35K -84 -13%
AAMA
340
Advanced Asset Management Advisors
Ohio
$9K
JHCP
341
Jackson Hole Capital Partners
Oklahoma
$9K
CWM
342
Cedar Wealth Management
California
$9K +$9K +530 New
GSWM
343
Golden State Wealth Management
California
$8K +$8K +472 New
AWA
344
Arkadios Wealth Advisors
Georgia
$6.97K
FWP
345
FAS Wealth Partners
Kansas
$6K -$19.7K -1,188 -77%
CFGS
346
Concourse Financial Group Securities
Alabama
$6K -$7.02K -398 -54%
IRC
347
Investors Research Corp
Georgia
$6K
SBL
348
Sargent Bickham Lagudis
Colorado
$6K +$5.43K +322 +947%
LWM
349
Liberty Wealth Management
California
$6K +$6K +348 New
LDFR
350
Lehman & Derafelo Financial Resources
Pennsylvania
$6K +$6K +356 New