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Schwab US REIT ETF

487 hedge funds and large institutions have $4.11B invested in Schwab US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 196 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+32
Holders Change %
+7.03%
% of All Funds
7.86%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
87
Increased
196
Reduced
131
Closed
51
Calls
$1.04M
Puts
$463K
Net Calls
+$579K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
401
Delta Asset Management
Tennessee
$8.08K +$8.08K +419 New
LFA
402
Level Financial Advisors
New York
$8K
FMP
403
Financial Management Professionals
Texas
$8K +$7.64K +376 +2,089%
LIA
404
Luken Investment Analytics
Tennessee
$7.79K +$7.79K +404 New
CA
405
CoreCap Advisors
Michigan
$7.76K +$7.76K +402 New
CFGS
406
Concourse Financial Group Securities
Alabama
$7.18K +$3.7K +192 +107%
AW
407
Avion Wealth
Texas
$7K
SSB
408
Sandy Spring Bank
Maryland
$6.91K +$4.13K +214 +149%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$6.39K +$6.39K +331 New
WPA
410
West Paces Advisors
Georgia
$6.27K
AA
411
Atmos Advisory
Pennsylvania
$6.23K +$77 +4 +1%
MA
412
MCF Advisors
Kentucky
$6.13K -$10K -520 -62%
BC
413
Bartlett & Co
Ohio
$6K +$6K +331 New
BC
414
Barrett & Company
Rhode Island
$5.79K
HR
415
Howe & Rusling
New York
$5.5K -$16.1K -833 -75%
KFI
416
Key Financial Inc
Pennsylvania
$5.38K
FA
417
Fiduciary Alliance
South Carolina
$5.32K +$5.32K +276 New
BWL
418
Bogart Wealth LLC
Virginia
$5.27K -$19.8K -1,028 -79%
BWM
419
BerganKDV Wealth Management
Minnesota
$5.25K +$617 +32 +13%
AWM
420
Abound Wealth Management
Tennessee
$5.21K +$39 +2 +0.7%
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$5.21K -$579 -30 -10%
MPCL
422
My Personal CFO LLC
Washington
$5.17K +$5.17K +268 New
PFG
423
Piershale Financial Group
Illinois
$5.09K +$5.09K +264 New
SPIA
424
Steward Partners Investment Advisory
New York
$5.04K -$159K -8,256 -97%
WWM
425
Wolff Wiese Magana
California
$4.82K