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Schwab US REIT ETF

132 hedge funds and large institutions have $375M invested in Schwab US REIT ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

10.57% less ownership

Funds ownership: 66.67%56.1% (-11%)

16% less capital invested

Capital invested by funds: $445M → $375M (-$69.8M)

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$629K
Puts
$458K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.24M
52
$1.22M
53
$1.1M
54
$1.05M
55
$1.03M
56
$1.03M
57
$957K
58
$869K
59
$863K
60
$859K
61
$837K
62
$811K
63
$774K
64
$723K
65
$592K
66
$559K
67
$557K
68
$526K
69
$516K
70
$506K
71
$500K
72
$491K
73
$487K
74
$480K
75
$478K