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Schwab US REIT ETF

465 hedge funds and large institutions have $5.17B invested in Schwab US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-9
Holders Change %
-1.9%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
190
Reduced
149
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
351
Optimum Investment Advisors
Illinois
$47K +$1.2K +48 +3%
GT
352
Glenmede Trust
Pennsylvania
$44K +$40.6K +1,658 +1,201%
LFG
353
Larson Financial Group
Missouri
$43K -$10K -407 -19%
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$39K -$52.8K -2,102 -57%
MA
355
MUFG Americas
New York
$39K -$6.15K -250 -14%
CDIA
356
Capital Directions Investment Advisors
Georgia
$39K +$39K +1,582 New
CFD
357
Creative Financial Designs
Indiana
$37K +$10.2K +406 +38%
S
358
SignatureFD
Georgia
$36K +$451 +18 +1%
VCM
359
Vigilant Capital Management
Maine
$33K
COCM
360
Charter Oak Capital Management
New Hampshire
$31K +$25.1K +1,016 +423%
SWM
361
Sugarloaf Wealth Management
Georgia
$29K
TWA
362
TCI Wealth Advisors
Arizona
$28K
EW
363
Element Wealth
Mississippi
$27K
HR
364
Howe & Rusling
New York
$26K -$3.06K -124 -11%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$28.7K -1,166 -53%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$25K +$6.45K +262 +35%
GFPC
367
Global Financial Private Client
Florida
$23.6K
AssetMark Inc
368
AssetMark Inc
California
$23K +$23K +913 New
LFA
369
Level Financial Advisors
New York
$22K -$13.5K -532 -38%
PFS
370
Prospera Financial Services
Texas
$22K +$22K +893 New
HC
371
Hoese & Co
Minnesota
$22K +$22K +900 New
BlackRock
372
BlackRock
New York
$21K
IRC
373
Investors Research Corp
Georgia
$21K +$1.33K +53 +7%
HNB
374
Huntington National Bank
Ohio
$20K -$21K
AF
375
Allworth Financial
California
$20K +$11.3K +464 +130%