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Schwab US REIT ETF

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
351
William Blair & Company
Illinois
$79.5K +$14.7K +700 +23%
MA
352
MCF Advisors
Kentucky
$78.8K +$71.4K +3,388 +952%
CAL
353
Capital Analysts LLC
Pennsylvania
$77K +$13.6K +646 +21%
BCM
354
Blume Capital Management
California
$76.4K
JFG
355
JDM Financial Group
Texas
$72.6K +$4.65K +221 +7%
SPIA
356
Steward Partners Investment Advisory
New York
$71.4K -$11.3K -537 -14%
HT
357
Headlands Technologies
Illinois
$69.4K +$69.4K +3,293 New
AssetMark Inc
358
AssetMark Inc
California
$64.5K +$48.8K +2,319 +311%
AA
359
Ancora Advisors
Ohio
$62.5K +$22.2K +1,052 +55%
BA
360
Bristlecone Advisors
Washington
$61.8K +$674 +32 +1%
SIS
361
Sound Income Strategies
Florida
$58.7K +$42.7K +2,026 +267%
CCA
362
Criterion Capital Advisors
Tennessee
$58.6K
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$55K +$15.5K +735 +39%
SA
364
SRH Advisors
Kansas
$54.3K +$358 +17 +0.7%
OIA
365
Optimum Investment Advisors
Illinois
$53.7K -$821 -39 -2%
PTC
366
Private Trust Company
Ohio
$48.4K -$2.91K -138 -6%
CFO
367
CVA Family Office
Colorado
$40.9K +$22.2K +1,055 +119%
GCM
368
Gables Capital Management
Florida
$40.2K
MIA
369
MeadowBrook Investment Advisors
Michigan
$37.9K
AC
370
AlphaCore Capital
California
$37.8K -$14.7K -699 -28%
MFC
371
Morris Financial Concepts
South Carolina
$32.3K
GJIA
372
Glass Jacobson Investment Advisors
Maryland
$31.6K
CTC
373
Central Trust Company
Missouri
$29.9K +$29.9K +1,421 New
JFA
374
JNBA Financial Advisors
Minnesota
$28.1K +$28.1K +1,334 New
CA
375
Crewe Advisors
Utah
$27K