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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 %
S
376
SignatureFD
Georgia
$26.1K -$569 -27 -2%
WTFG
377
Wood Tarver Financial Group
Idaho
$26K +$26K +1,277 New
ADL
378
Asset Dedication LLC
California
$25.4K -$9.37K -445 -27%
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$24.9K +$2.89K +137 +13%
UB
380
UMB Bank
Missouri
$24.4K
HI
381
Harbour Investments
Wisconsin
$23.3K -$32.3K -1,534 -58%
TF
382
Tompkins Financial
New York
$23.3K
GSWM
383
Golden State Wealth Management
California
$22.7K +$22.7K +1,080 New
AAP
384
Arax Advisory Partners
Colorado
$22.6K +$21.2K +1,005 +1,500%
C
385
Covestor
United Kingdom
$22K +$1K +48 +5%
B
386
Birchbrook
Maine
$21.7K +$232 +11 +1%
EB
387
Eastern Bank
Massachusetts
$21.1K
NSIM
388
North Star Investment Management
Illinois
$20.9K
NWMP
389
Noble Wealth Management PBC
Colorado
$20.7K +$20.7K +983 New
WSFS
390
Wilmington Savings Fund Society
Delaware
$20K +$20K +952 New
GFPC
391
Global Financial Private Client
Florida
$19.6K
IRC
392
Investors Research Corp
Georgia
$18.7K +$295 +14 +2%
RF
393
Roxbury Financial
New Jersey
$18.1K +$18.1K +783 New
LDB
394
Lee, Danner & Bass
Tennessee
$17.4K +$17.4K +824 New
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$17.1K
MCM
396
MV Capital Management
Maryland
$17K
SAM
397
Synergy Asset Management
Washington
$16.9K +$16.9K +730 New
ME
398
McIlrath & Eck
Washington
$16.8K -$190 -9 -1%
SSB
399
Sandy Spring Bank
Maryland
$16K -$1.92K -91 -11%
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.5K +$15.5K +730 New