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Schwab US REIT ETF

465 hedge funds and large institutions have $5.17B invested in Schwab US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-9
Holders Change %
-1.9%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
190
Reduced
149
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$7K
AWM
402
Abound Wealth Management
Tennessee
$6.57K +$6.57K +264 New
IWP
403
IAG Wealth Partners
Wisconsin
$6K -$6.54K -268 -52%
BWM
404
BerganKDV Wealth Management
Minnesota
$6K -$700 -28 -10%
PWMG
405
Prestige Wealth Management Group
New Jersey
$6K -$714 -27 -11%
WWM
406
Wolff Wiese Magana
California
$6K
BWA
407
BDO Wealth Advisors
Florida
$6K
WFA
408
WestHill Financial Advisors
California
$5K
HCM
409
Horrell Capital Management
Arkansas
$5K
BAM
410
Bellevue Asset Management
Washington
$5K
TFP
411
Tilia Fiduciary Partners
North Carolina
$5K +$592 +25 +13%
SWA
412
SOA Wealth Advisors
New York
$5K +$1.08K +44 +28%
SSB
413
Sandy Spring Bank
Maryland
$5K +$1.35K +54 +37%
CA
414
Clearstead Advisors
Ohio
$5K +$3.38K +125 +208%
ZB
415
Zions Bancorporation
Utah
$5K +$5K +216 New
SWA
416
Sutton Wealth Advisors
Florida
$4.83K
VFA
417
Values First Advisors
Tennessee
$4K
CFGS
418
Concourse Financial Group Securities
Alabama
$4K
EI
419
Ellevest Inc
New York
$4K
FWM
420
Focused Wealth Management
New York
$4K +$327 +13 +9%
WT
421
Washington Trust
Rhode Island
$4K +$2.4K +108 +150%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$3K -$26.8K -1,036 -90%
AWM
423
Atticus Wealth Management
Florida
$3K -$22 -1 -0.7%
AAP
424
Arax Advisory Partners
Colorado
$3K
ME
425
McIlrath & Eck
Washington
$3K