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Schwab US REIT ETF

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
376
Glen Eagle Advisors
New Jersey
$7.56K +$78 +4 +1%
MRCM
377
M&R Capital Management
New Jersey
$7.19K +$5.71K +292 +384%
AW
378
Avion Wealth
Texas
$7K
ME
379
McIlrath & Eck
Washington
$6.64K +$3.87K +198 +139%
CTWM
380
Cherry Tree Wealth Management
Minnesota
$6.25K +$6.25K +320 New
MA
381
MCF Advisors
Kentucky
$6.21K
BIA
382
Bell Investment Advisors
California
$5.91K +$59 +3 +1%
BC
383
Barrett & Company
Rhode Island
$5.86K
FA
384
Fiduciary Alliance
South Carolina
$5.8K +$5.8K +297 New
DAM
385
Delta Asset Management
Tennessee
$5.78K -$20 -1 -0.3%
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$5.74K +$625 +32 +12%
KFI
387
Key Financial Inc
Pennsylvania
$5.63K
AWM
388
Abound Wealth Management
Tennessee
$5.36K +$58 +3 +1%
BWL
389
Bogart Wealth LLC
Virginia
$5.23K -$21.2K -1,087 -80%
PFG
390
Piershale Financial Group
Illinois
$5.16K
WWM
391
Wolff Wiese Magana
California
$4.88K
FFA
392
Farther Finance Advisors
California
$4.73K -$37.1K -1,898 -89%
BWA
393
BDO Wealth Advisors
Florida
$4.61K +$625 +32 +16%
PWMG
394
Prestige Wealth Management Group
New Jersey
$4.6K +$39 +2 +0.9%
Citigroup
395
Citigroup
New York
$4.49K +$3.83K +196 +576%
CCM
396
Chilton Capital Management
Texas
$4.3K
HCM
397
Horrell Capital Management
Arkansas
$4K
BBPWM
398
Blue Bell Private Wealth Management
Pennsylvania
$3.99K
LFA
399
Level Financial Advisors
New York
$3.91K -$3.68K -188 -48%
ACA
400
Aptus Capital Advisors
Alabama
$3.91K