We are live on ! Find out more
SCHH icon

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
ADL
351
Asset Dedication LLC
California
$23K +$26.1K +1,205 New
SWM
352
Sugarloaf Wealth Management
Georgia
$22K
HR
353
Howe & Rusling
New York
$21K
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$238 +11 +1%
WAM
355
WFA Asset Management
Wisconsin
$19.4K +$22.5K +1,040 New
MA
356
MUFG Americas
New York
$19K -$12.3K -568 -36%
CT
357
Cambridge Trust
Massachusetts
$19K
NSIM
358
North Star Investment Management
Illinois
$19K
CG
359
Cutler Group
California
$18K +$21.6K +1,000 New
GFPC
360
Global Financial Private Client
Florida
$17.6K
HC
361
Hoese & Co
Minnesota
$17K
FHA
362
First Horizon Advisors
Tennessee
$17K +$130 +6 +0.7%
IRC
363
Investors Research Corp
Georgia
$17K +$195 +9 +1%
MA
364
MCF Advisors
Kentucky
$16K +$11.3K +520 +164%
SWM
365
Spire Wealth Management
Virginia
$15K -$20.9K -965 -55%
BlackRock
366
BlackRock
New York
$15K
HNB
367
Huntington National Bank
Ohio
$15K
MCM
368
MV Capital Management
Maryland
$15K
SBL
369
Sargent Bickham Lagudis
Colorado
$15K
PK
370
Pflug Koory
Nebraska
$14K
TFGT
371
TS Financial Group (TSFG)
Illinois
$14K +$5.06K +234 +47%
LPP
372
Life Planning Partners
Florida
$13.9K
FWP
373
FAS Wealth Partners
Kansas
$13K +$108 +5 +0.7%
CFFP
374
Center for Financial Planning
Michigan
$11K
AC
375
AlphaCore Capital
California
$10K -$2.94K -136 -20%