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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
SRL
526
Scientech Research LLC
New Jersey
-$203K -9,787 Closed
WP
527
WealthPLAN Partners
Nebraska
-$201K -9,684 Closed
BBW
528
Blue Barn Wealth
Utah
-$200K -9,661 Closed
HWA
529
Heritage Wealth Advisors
Virginia
-$99.6K -4,810 Closed
MFA
530
McClarren Financial Advisors
Pennsylvania
-$62K -2,998 Closed
ASN
531
Advisory Services Network
Georgia
-$20.3K -980 Closed
SA
532
Scarborough Advisors
Maryland
-$17.3K -834 Closed
LPP
533
Life Planning Partners
Florida
-$16.3K -788 Closed
FFO
534
Fortitude Family Office
Arizona
-$16.3K -785 Closed
MWM
535
Mascoma Wealth Management
New Hampshire
-$11.5K -555 Closed
AWM
536
Able Wealth Management
New Jersey
-$4.48K -216 Closed
AA
537
Addison Advisors
Vermont
-$4.47K -216 Closed
MSWM
538
McGlone Suttner Wealth Management
Wisconsin
-$4.26K -206 Closed
FWM
539
Focused Wealth Management
New York
-$2.72K -131 Closed
LFA
540
Level Financial Advisors
New York
-$2.49K -120 Closed
BCPWM
541
Bradley & Co Private Wealth Management
Florida
-$2.19K -106 Closed
TFG
542
Team Financial Group
California
-$1.43K -69 Closed
SMA
543
Sage Mountain Advisors
Georgia
-$476 -23 Closed
BWL
544
Bogart Wealth LLC
Virginia
-$456 -22 Closed
PS
545
Planned Solutions
California
-$435 -21 Closed
LC
546
Lindbrook Capital
California
-$373 -18 Closed
First Manhattan
547
First Manhattan
New York
-$331 -16 Closed
FA
548
Faithward Advisors
Pennsylvania
-$233 -12 Closed
OLVIG
549
Oliver Lagore Vanvalin Investment Group
Michigan
-$41 -2 Closed
GWSA
550
Global Wealth Strategies & Associates
Colorado
-$12 -1 Closed