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Schwab US REIT ETF

486 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, 195 increasing their positions, 131 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $463K

71% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 51

49% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 131

8% more capital invested

Capital invested by funds: $3.8B → $4.11B (+$307M)

7% more funds holding

Funds holding: 454486 (+32)

0.57% less ownership

Funds ownership: 73.33%72.75% (-0.57%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
486
Holders Change
+32
Holders Change %
+7.05%
% of All Funds
7.81%
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
195
Reduced
131
Closed
51
Calls
$1.04M
Puts
$463K
Net Calls
+$579K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
451
Arax Advisory Partners
Colorado
$1.79K +$597 +31 +50%
WIM
452
Westside Investment Management
California
$1.74K
PAG
453
Private Advisor Group
New Jersey
$1.65K -$5.97K -310 -0.4%
DWMG
454
DB Wealth Management Group
California
$1.5K +$1.5K +78 New
MRCM
455
M&R Capital Management
New Jersey
$1.47K +$1.46K +76 New
JWA
456
JFS Wealth Advisors
Pennsylvania
$1.35K
HCM
457
Hollencrest Capital Management
California
$1.31K +$1.31K +68 New
CSWM
458
Cassady Schiller Wealth Management
Ohio
$1.26K +$1.25K +65 New
GIA
459
GHP Investment Advisors
Colorado
$1.12K +$1.12K +58 New
Citigroup
460
Citigroup
New York
$1.1K +$443 +23 +68%
GEA
461
Glen Eagle Advisors
New Jersey
$1.08K +$19 +1 +2%
TFP
462
Tilia Fiduciary Partners
North Carolina
$1.06K -$2.92K -152 -73%
TFA
463
Transamerica Financial Advisors
Florida
$1K
SGC
464
Slocum, Gordon & Co
Rhode Island
$979 +$962 +50 New
WWMSC
465
Wagner Wealth Management (South Carolina)
South Carolina
$876 +$770 +40 +800%
CA
466
Corrado Advisors
New Jersey
$829 +$828 +43 New
TCA
467
Trifecta Capital Advisors
Illinois
$714 +$712 +37 New
MFC
468
Morris Financial Concepts
South Carolina
$637
QCG
469
Quadrant Capital Group
Ohio
$617
MSFP
470
Mark Sheptoff Financial Planning
Connecticut
$579
GI
471
Gradient Investments
Minnesota
$541 +$539 +28 New
RDFA
472
Ritter Daniher Financial Advisory
Ohio
$435 +$443 +23 New
HS
473
Horan Securities
United States
$398 +$19 +1 +5%
LC
474
Lindbrook Capital
California
$347
RCM
475
Raleigh Capital Management
North Carolina
$325