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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
BDWCC
501
B&D White Capital Company
Texas
-$501K -26,807 Closed
Northern Trust
502
Northern Trust
Illinois
-$438K -23,441 Closed
FWI
503
Facet Wealth Inc
Maryland
-$326K -17,149 Closed
VWA
504
Visionary Wealth Advisors
Illinois
-$306K -16,393 Closed
REMPR
505
Roof Eidam Maycock Peralta (REMP)
California
-$278K -14,892 Closed
HFA
506
Highland Financial Advisors
New Jersey
-$262K -13,994 Closed
BFG
507
Barber Financial Group
Kansas
-$249K -13,315 Closed
FTUS
508
Flow Traders U.S.
New York
-$249K -13,310 Closed
LWM
509
Lyell Wealth Management
California
-$229K -12,251 Closed
TRCT
510
Tower Research Capital (TRC)
New York
-$216K -11,547 Closed
HT
511
HAP Trading
New York
-$207K -11,072 Closed
RSWM
512
Robertson Stephens Wealth Management
California
-$205K -10,994 Closed
B
513
Bridgeworth
Alabama
-$193K -10,349 Closed
CB
514
Community Bank
New York
-$142K -7,596 Closed
BWFA
515
Baltimore-Washington Financial Advisors
Maryland
-$794K -6,500 Closed
SC
516
Stephens Consulting
Michigan
-$67.8K -3,628 Closed
CL
517
COWA LLC
Oklahoma
-$55K -2,960 Closed
BEI
518
Benjamin Edwards Inc
Missouri
-$53K -2,835 Closed
MA
519
MUFG Americas
New York
-$19K -1,018 Closed
CG
520
Cutler Group
California
-$19.2K -1,000 Closed
CTC
521
Central Trust Company
Missouri
-$8K -426 Closed
CAAS
522
Capital Asset Advisory Services
Michigan
-$7K -400 Closed
BTI
523
Blue Trust Inc
Georgia
-$8K -373 Closed
LDFR
524
Lehman & Derafelo Financial Resources
Pennsylvania
-$7K -356 Closed
GWSG
525
GPS Wealth Strategies Group
Colorado
-$6K -304 Closed