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Schwab US REIT ETF

498 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,184% more call options, than puts

Call options by funds: $731K | Put options by funds: $32K

21% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 161

1% less capital invested

Capital invested by funds: $5.12B → $5.08B (-$35.2M)

0.96% less ownership

Funds ownership: 79.24%78.28% (-0.96%)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

2% less funds holding

Funds holding: 507498 (-9)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
51
Increased
195
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
451
First Command Advisory Services
Texas
$3.45K +$3.41K +170 New
SIS
452
Sound Income Strategies
Florida
$3.06K
PGAM
453
Princeton Global Asset Management
New Jersey
$3.05K
AWM
454
Atticus Wealth Management
Florida
$3.01K +$20 +1 +0.7%
BL
455
BFSG LLC
California
$3K -$822 -41 -22%
FFA
456
Frazier Financial Advisors
Ohio
$2.64K
BL
457
Balentine LLC
Georgia
$2.52K +$2.49K +124 New
CSC
458
Caldwell Sutter Capital
California
$2.44K
PCMC
459
Private Capital Management (Colorado)
Colorado
$2.44K +$601 +30 +33%
RP
460
Rice Partnership
Hawaii
$2.42K +$2.39K +119 New
WBC
461
West Branch Capital
Massachusetts
$2.31K +$20 +1 +0.9%
WWP
462
WR Wealth Planners
Missouri
$2.21K +$2.19K +109 New
WT
463
Washington Trust
Rhode Island
$2.19K
CA
464
Continuum Advisory
Idaho
$2.12K +$2.17K +108 New
FPF
465
First Pacific Financial
Washington
$2.09K +$2.06K +103 New
AW
466
Avion Wealth
Texas
$2K
CSB
467
City State Bank
Iowa
$2K
CWC
468
Carolinas Wealth Consulting
North Carolina
$1.95K
EWA
469
EverSource Wealth Advisors
Alabama
$1.88K -$1.99K -99 -50%
KWAG
470
Kiely Wealth Advisory Group
North Carolina
$1.71K
JWA
471
JFS Wealth Advisors
Pennsylvania
$1.42K
AA
472
Atmos Advisory
Pennsylvania
$1.36K
AAP
473
Arax Advisory Partners
Colorado
$1.33K +$20 +1 +2%
EW
474
Element Wealth
Mississippi
$1.26K
DF
475
Dunhill Financial
United Kingdom
$1.24K +$1.22K +61 New