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Schwab US REIT ETF

132 hedge funds and large institutions have $737M invested in Schwab US REIT ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
21
Increased
60
Reduced
33
Closed
12
Calls
$1.82M
Puts
$1.55M
Net Calls
+$264K
Net Calls Change
+$383K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$310K +$310K +16,654 New
VNA
77
Valley National Advisers
Pennsylvania
$275K -$139K -7,484 -34%
VCP
78
Vista Capital Partners
Oregon
$275K +$2.08K +112 +0.8%
Wells Fargo
79
Wells Fargo
California
$261K +$68.3K +3,680 +35%
FF
80
Friedenthal Financial
New Jersey
$257K -$55.4K -2,974 -18%
PHAM
81
Palisades Hudson Asset Management
Florida
$233K -$5.78K -310 -2%
CPO
82
Cerity Partners OCIO
New York
$226K -$22.8K -1,210 -9%
TYCC
83
Texas Yale Capital Corp
Florida
$223K
MHS
84
M Holdings Securities
Oregon
$220K -$220K -11,846 -50%
FAAS
85
First Allied Advisory Services
California
$205K -$3.1K -166 -1%
Morgan Stanley
86
Morgan Stanley
New York
$202K -$1.4M -75,690 -87%
AIG
87
American International Group
New York
$131K -$521 -28 -0.4%
AF
88
Allworth Financial
California
$119K -$54.7K -2,946 -31%
AWM
89
AllSquare Wealth Management
New York
$102K
FHA
90
First Horizon Advisors
Tennessee
$99K +$99K +5,374 New
SHJ
91
Sharkey, Howes & Javer
Colorado
$89K
SFPM
92
Sensible Financial Planning & Management
Massachusetts
$81K +$81K +4,350 New
PAI
93
Pittenger & Anderson Inc
Nebraska
$64K +$56.8K +3,060 +785%
AP
94
Atwood & Palmer
Missouri
$64K +$64K +3,464 New
PFBT
95
Parkside Financial Bank & Trust
Missouri
$57K +$57K +3,056 New
TF
96
Tompkins Financial
New York
$54K
CK
97
Carnick & Kubik
Colorado
$52.6K +$52.6K +2,830 New
CDIA
98
Capital Directions Investment Advisors
Georgia
$52K
ASN
99
Advisory Services Network
Georgia
$52K +$52K +2,796 New
EK
100
Evensky & Katz
Florida
$47K -$9.94K -536 -17%