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Schwab US REIT ETF

269 hedge funds and large institutions have $2.55B invested in Schwab US REIT ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 73 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-6
Holders Change %
-2.18%
% of All Funds
6.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.28%
New
32
Increased
127
Reduced
73
Closed
38
Calls
$643K
Puts
$390K
Net Calls
+$253K
Net Calls Change
+$377K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Alaska Wealth Advisors
Alaska
$884K +$10.2K +536 +1%
Morgan Stanley
102
Morgan Stanley
New York
$844K -$102K -5,316 -11%
ASN
103
Advisory Services Network
Georgia
$823K +$85.5K +4,468 +12%
CA
104
Cambridge Advisors
Nebraska
$809K +$17.4K +908 +2%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$803K +$174K +8,952 +28%
TF
106
Tompkins Financial
New York
$792K +$322K +16,856 +69%
GA
107
Gateway Advisory
New Jersey
$778K -$338K -17,670 -30%
MWM
108
Mission Wealth Management
California
$731K +$521K +27,254 +248%
DIA
109
Denver Investment Advisors
Colorado
$718K
RJA
110
Raymond James & Associates
Florida
$718K +$63K +3,292 +10%
3AM
111
3D Asset Management
Connecticut
$714K -$28.2K -1,474 -4%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$650K +$299K +15,640 +85%
EK
113
Evensky & Katz
Florida
$650K +$452K +23,642 +228%
Renaissance Technologies
114
Renaissance Technologies
New York
$635K +$333K +17,400 +110%
B
115
Bailard
California
$611K -$123K -6,454 -17%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$569K +$28.1K +1,472 +5%
AOWM
117
Alpha Omega Wealth Management
Virginia
$568K -$17.6K -920 -3%
SWM
118
SigFig Wealth Management
California
$565K +$15.9K +832 +3%
MCM
119
Mainstay Capital Management
Michigan
$562K +$105K +5,506 +23%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$547K +$145K +7,602 +36%
AWM
121
AE Wealth Management
Kansas
$546K -$122K -6,398 -18%
PFT
122
Providence First Trust
Arizona
$544K
State Street
123
State Street
Massachusetts
$522K +$32.1K +1,674 +7%
AF
124
Advisornet Financial
Minnesota
$507K -$3.6K -188 -0.7%
FFA
125
First Foundation Advisors
California
$499K -$460K -24,050 -48%