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Schwab US REIT ETF

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
326
Bartlett & Co
Ohio
$48K +$1.06K +60 +2%
SA
327
SRH Advisors
Kansas
$44.6K +$479 +27 +1%
Comerica Bank
328
Comerica Bank
Texas
$41.1K +$41.1K +2,313 New
OIA
329
Optimum Investment Advisors
Illinois
$39.1K -$302 -17 -0.8%
Citigroup
330
Citigroup
New York
$38.2K +$34.1K +1,923 +836%
WTC
331
WhitTier Trust Company
Nevada
$35.5K
CCA
332
Column Capital Advisors
Indiana
$33.9K
AA
333
Ancora Advisors
Ohio
$32.5K +$178 +10 +0.5%
S
334
SignatureFD
Georgia
$32.4K -$390 -22 -1%
NA
335
NewEdge Advisors
Louisiana
$32.3K -$8.38K -472 -21%
GT
336
Glenmede Trust
Pennsylvania
$31.9K
TIM
337
Thompson Investment Management
Wisconsin
$31.5K +$1.92K +108 +6%
CHA
338
Carmichael Hill & Associates
Maryland
$30.8K -$8.54K -481 -22%
C
339
Covestor
United Kingdom
$28K +$3.85K +221 +16%
MFC
340
Morris Financial Concepts
South Carolina
$27.3K -$533 -30 -2%
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$26.6K -$9.55K -538 -26%
CA
342
Crewe Advisors
Utah
$23.8K
HNB
343
Huntington National Bank
Ohio
$23.1K -$50.4K
ADL
344
Asset Dedication LLC
California
$22K +$1.39K +81 +7%
SS
345
Sunbelt Securities
Texas
$21.8K +$2.24K +126 +11%
SWM
346
Sugarloaf Wealth Management
Georgia
$20.6K
UB
347
UMB Bank
Missouri
$20.6K
FWP
348
FAS Wealth Partners
Kansas
$18.8K +$2.06K +116 +12%
NS
349
NBC Securities
Alabama
$18K +$18K +1,061 New
CT
350
Cambridge Trust
Massachusetts
$17.8K