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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
HSA
151
HBK Sorce Advisory
Pennsylvania
$1.11M -$3.93K -196 -0.4%
TWP
152
Tempus Wealth Planning
California
$1.11M +$35.6K +1,774 +3%
BWM
153
BCS Wealth Management
Tennessee
$1.09M -$27.2K -1,358 -2%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$1.08M
RIG
155
Ramiah Investment Group
Wisconsin
$1.07M +$106K +5,303 +11%
Corient Private Wealth
156
Corient Private Wealth
Florida
$1.07M +$15.8K +789 +2%
LAIC
157
Lederer & Associates Investment Counsel
California
$1.04M +$441 +22 +0%
PAG
158
Private Advisor Group
New Jersey
$1.04M -$402K -20,029 -28%
BIM
159
Breakwater Investment Management
Washington
$1.04M +$1.02M +51,049 New
BSW
160
Buckingham Strategic Wealth
Missouri
$1.03M +$17.4K +869 +2%
Jane Street
161
Jane Street
New York
$1.02M +$1M +50,064 New
AF
162
Apollon Financial
South Carolina
$1.01M +$36K +1,795 +4%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$999K +$5.75K +287 +0.6%
HCP
164
Hexagon Capital Partners
Arkansas
$997K +$220K +10,992 +29%
CIP
165
Capital Insight Partners
Arizona
$995K -$23.1K -1,152 -2%
APP
166
Avantax Planning Partners
Iowa
$993K +$980K +48,895 New
B
167
Bensler
Washington
$986K -$315K -15,698 -24%
BBA
168
Braun-Bostich & Associates
Pennsylvania
$957K +$318K +15,877 +51%
WCFA
169
Walkner Condon Financial Advisors
Wisconsin
$948K -$3.83K -191 -0.4%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$925K -$26.4K -1,315 -3%
AF
171
Allworth Financial
California
$915K -$55.5K -2,770 -6%
RFP
172
Root Financial Partners
California
$912K -$11.2K -560 -1%
MWM
173
Mission Wealth Management
California
$907K +$18.1K +905 +2%
GCA
174
Gradient Capital Advisors
California
$906K -$37K -1,844 -4%
Millennium Management
175
Millennium Management
New York
$889K +$597K +29,765 +212%