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Schwab US REIT ETF

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
401
Bell Investment Advisors
California
$8.23K +$2.04K +102 +33%
BL
402
BFSG LLC
California
$7.4K +$4.45K +223 +151%
IHWM
403
Iron Horse Wealth Management
Iowa
$7.01K +$7.01K +351 New
FFA
404
Founders Financial Alliance
North Carolina
$6.61K
MRCM
405
M&R Capital Management
New Jersey
$6.23K +$400 +20 +7%
NA
406
NewEdge Advisors
Louisiana
$6.17K +$559 +28 +10%
ST
407
Smithfield Trust
Pennsylvania
$6K
BC
408
Barrett & Company
Rhode Island
$5.99K
DAM
409
Delta Asset Management
Tennessee
$5.91K
KFI
410
Key Financial Inc
Pennsylvania
$5.75K
ACA
411
American Capital Advisory
Idaho
$5.69K -$786 -38 -12%
AWM
412
Abound Wealth Management
Tennessee
$5.62K
CTWM
413
Cherry Tree Wealth Management
Minnesota
$5.43K
SRCM
414
Signature Resources Capital Management
California
$5.13K
S
415
Sachetta
Massachusetts
$5.03K -$4K -186 -44%
RFG
416
REAP Financial Group
Texas
$5.01K
TFGT
417
TS Financial Group (TSFG)
Illinois
$5K
WWM
418
Wolff Wiese Magana
California
$4.99K
PWMG
419
Prestige Wealth Management Group
New Jersey
$4.87K
AT
420
Arlington Trust
Alabama
$4.83K
CCM
421
Chilton Capital Management
Texas
$4.39K -$7.73K -387 -64%
BBPWM
422
Blue Bell Private Wealth Management
Pennsylvania
$4.18K
HCM
423
Horrell Capital Management
Arkansas
$4K
BAM
424
Bellevue Asset Management
Washington
$3.99K
T
425
Tidemark
California
$3.88K