We are live on ! Find out more
SCHH icon

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
FCI
76
Financial Counselors Inc
Kansas
$2.94M
CFP
77
Cascade Financial Partners
California
$2.8M +$2.91M +145,302 New
PCIA
78
Prime Capital Investment Advisors
Kansas
$2.7M +$2.29M +114,336 +614%
SC
79
Schoolcraft Capital
Colorado
$2.69M -$34.5K -1,720 -1%
SMC
80
Smith, Moore & Co
Missouri
$2.68M +$163K +8,144 +7%
SP
81
SWS Partners
Ohio
$2.66M +$145K +7,216 +6%
JCIA
82
Jackson Creek Investment Advisors
Colorado
$2.63M +$101K +5,060 +4%
JFG
83
JMG Financial Group
Illinois
$2.63M +$205K +10,242 +9%
CPWM
84
Cypress Point Wealth Management
Texas
$2.61M +$67K +3,343 +3%
LIA
85
LifePlan Investment Advisors
North Carolina
$2.6M -$241 -12 -0%
SAG
86
SageView Advisory Group
California
$2.58M +$1.13M +56,123 New
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.56M +$70.8K +3,534 +3%
BF
88
Brooklyn FI
New York
$2.47M -$11.5K -572 -0.5%
PWM
89
Perigon Wealth Management
California
$2.46M +$135K +6,748 +6%
Truist Financial
90
Truist Financial
North Carolina
$2.38M +$93.2K +4,651 +4%
GFS
91
GYL Financial Synergies
Connecticut
$2.25M -$202K -10,055 -8%
FCIM
92
Fairview Capital Investment Management
California
$2.23M -$10.5K -525 -0.5%
PCWA
93
Pacific Capital Wealth Advisors
California
$2.2M
BC
94
Brio Consultants
California
$2.11M -$23.6K -1,176 -1%
Empower Advisory Group
95
Empower Advisory Group
Colorado
$2.09M -$52.5K -2,618 -2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$2.09M -$159K -7,934 -9%
AC
97
AWM Capital
Arizona
$2.09M -$1.89K -94 -0.1%
WCA
98
Waypoint Capital Advisors
Minnesota
$2.07M -$461K -22,999 -18%
GWM
99
Geneos Wealth Management
Colorado
$2.05M -$89.6K -4,471 -4%
GMA
100
Glassy Mountain Advisors
Maryland
$2.01M +$86.4K +4,310 +5%