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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
LFG
326
Larson Financial Group
Missouri
$65K +$12.4K +574 +20%
WOC
327
West Oak Capital
California
$62K
VC
328
Vestor Capital
Illinois
$58K
RIA
329
Realta Investment Advisors
Delaware
$55K +$63.7K +2,946 New
CL
330
COWA LLC
Oklahoma
$55K +$64K +2,960 New
BEI
331
Benjamin Edwards Inc
Missouri
$53K -$1.23K -57 -2%
CA
332
Clearstead Advisors
Ohio
$53K +$46.3K +2,141 +312%
CFO
333
CVA Family Office
Colorado
$52K +$65 +3 +0.1%
SA
334
SRH Advisors
Kansas
$46K +$260 +12 +0.5%
RCC
335
Red Cedar Capital
Nebraska
$45K
CFD
336
Creative Financial Designs
Indiana
$45K +$952 +44 +2%
AF
337
Allworth Financial
California
$45K +$3.29K +152 +7%
TWA
338
TCI Wealth Advisors
Arizona
$45K +$28.1K +1,300 +118%
MFA
339
McClarren Financial Advisors
Pennsylvania
$45K +$52.4K +2,421 New
APA
340
American Portfolios Advisors
New York
$41.2K +$43 +2 +0.1%
OIA
341
Optimum Investment Advisors
Illinois
$38K +$1.69K +78 +4%
CHA
342
Carmichael Hill & Associates
Maryland
$37K
WTC
343
WhitTier Trust Company
Nevada
$37K
CCA
344
Column Capital Advisors
Indiana
$34K -$669K -30,902 -94%
GT
345
Glenmede Trust
Pennsylvania
$33K -$995 -46 -2%
MCC
346
Money Concepts Capital
Florida
$31K
CDIA
347
Capital Directions Investment Advisors
Georgia
$30K -$34.2K -1,582 Closed
LWP
348
Laurel Wealth Planning
Minnesota
$27K
CA
349
Crewe Advisors
Utah
$25K +$28.9K +1,337 New
BWL
350
Bogart Wealth LLC
Virginia
$24K +$22.2K +1,028 +377%