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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
Mariner
26
Mariner
Kansas
$10.5M -$373K -18,622 -3%
TIM
27
Tortoise Investment Management
New York
$10.3M +$486K +24,253 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$9.47M -$32.4K -1,617 -0.3%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$9.45M +$183K +9,125 +2%
CMP
30
Courage Miller Partners
Virginia
$9.2M +$259K +12,923 +3%
FEG
31
Fund Evaluation Group
Ohio
$9.15M +$60 +3 +0%
PWMG
32
Pioneer Wealth Management Group
Texas
$9.02M +$503K +25,102 +6%
LPL Financial
33
LPL Financial
California
$8.51M +$592K +29,543 +8%
FCM
34
Firestone Capital Management
Florida
$8.32M +$157K +7,827 +2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$7.96M -$497K -24,799 -6%
SFP
36
Strategic Financial Planning
Texas
$7.95M +$339K +16,916 +5%
Wells Fargo
37
Wells Fargo
California
$7.69M -$316K -15,743 -4%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$7.66M -$106K -5,305 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$7.63M +$29.9K +1,490 +0.4%
WMR
40
Wealth Management Resources
Rhode Island
$7.45M +$238K +11,885 +3%
UBS AM
41
UBS AM
Illinois
$7.13M -$30.1K -1,500 -0.4%
KF
42
Krilogy Financial
Missouri
$7.01M +$57.4K +2,861 +0.8%
VT
43
Vise Technologies
New York
$6.87M +$634K +31,648 +10%
SFPM
44
Sensible Financial Planning & Management
Massachusetts
$6.72M +$235K +11,728 +4%
Goldman Sachs
45
Goldman Sachs
New York
$6.67M +$969K +48,328 +17%
TC
46
TownSquare Capital
Utah
$6.27M +$5.98M +298,143 +2,766%
BWM
47
Brown Wealth Management
Illinois
$5.93M +$5.86M +292,055 New
OFG
48
Omega Financial Group
California
$5.63M +$161K +8,020 +3%
SWA
49
Stratos Wealth Advisors
Ohio
$5.31M +$249K +12,436 +5%
AWM
50
Avior Wealth Management
Nebraska
$5.18M +$513K +25,604 +11%