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Schwab US REIT ETF

474 hedge funds and large institutions have $5.27B invested in Schwab US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 156 increasing their positions, 138 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+75
Holders Change %
+18.8%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
102
Increased
156
Reduced
138
Closed
22
Calls
$1.68M
Puts
$1.38M
Net Calls
+$306K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
401
BDO Wealth Advisors
Florida
$6K
WFA
402
WestHill Financial Advisors
California
$6K
COCM
403
Charter Oak Capital Management
New Hampshire
$6K
RA
404
Resolute Advisors
California
$6K +$54 +2 +0.9%
LWA
405
Lenox Wealth Advisors
New York
$6K +$5.35K +214 +823%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.27K
SWA
407
Sutton Wealth Advisors
Florida
$5.11K
RFA
408
Reilly Financial Advisors
California
$5K -$11K -378 -69%
ACA
409
Aptus Capital Advisors
Alabama
$5K
BAM
410
Bellevue Asset Management
Washington
$5K
VFA
411
Values First Advisors
Tennessee
$5K
CFGS
412
Concourse Financial Group Securities
Alabama
$5K
TFP
413
Tilia Fiduciary Partners
North Carolina
$5K +$5K +186 New
TCWM
414
Total Clarity Wealth Management
Illinois
$5K +$5K +200 New
RI
415
Rinkey Investments
California
$5K +$5K +230 New
EI
416
Ellevest Inc
New York
$4K -$7.2K -270 -64%
AAP
417
Arax Advisory Partners
Colorado
$4K -$896 -30 -18%
EBA
418
Eagle Bay Advisors
New York
$4K
PA
419
PSI Advisors
Florida
$4K
SWA
420
SOA Wealth Advisors
New York
$4K
AWM
421
Atticus Wealth Management
Florida
$4K +$57 +2 +1%
FWM
422
Focused Wealth Management
New York
$4K +$55 +2 +1%
SSB
423
Sandy Spring Bank
Maryland
$4K +$4K +146 New
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$3K -$7.94K -344 -73%
GT
425
Glenmede Trust
Pennsylvania
$3K