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Schwab US REIT ETF

218 hedge funds and large institutions have $1.63B invested in Schwab US REIT ETF in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
5.44%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.4%
New
37
Increased
98
Reduced
57
Closed
24
Calls
$2.84M
Puts
$1.39M
Net Calls
+$1.45M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$41K +$3.42K +168 +9%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$34K -$2.05K -102 -6%
DADC
178
D.A. Davidson & Co
Montana
$32K
NFG
179
Next Financial Group
Texas
$27K -$4.01K -198 -13%
BC
180
Bartlett & Co
Ohio
$24K
BC
181
Barnett & Company
Tennessee
$23K +$16.9K +840 +280%
RBC
182
Roble Belko & Company
Pennsylvania
$22K -$875 -42 -4%
AA
183
AlphaMark Advisors
Kentucky
$22K +$10K +500 +83%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$21K -$23.4K -1,124 -53%
SA
185
SRH Advisors
Kansas
$20K
AWM
186
AllSquare Wealth Management
New York
$16K
DSN
187
D. Scott Neal
Kentucky
$16K +$16K +796 New
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$13K +$13K +660 New
FANJ
189
Financial Architects (New Jersey)
New Jersey
$12K
PG
190
Patten Group
Tennessee
$12K
CAG
191
Crestwood Advisors Group
Massachusetts
$12K +$12K +580 New
EK
192
Evensky & Katz
Florida
$11K -$3.42M -177,790 -100%
AA
193
Apriem Advisors
California
$11K +$368 +18 +3%
LNB
194
Ledyard National Bank
$10K
WTC
195
WhitTier Trust Company
Nevada
$8K
FA
196
Fortis Advisors
Pennsylvania
$8K +$8K +350 New
TIM
197
Tortoise Investment Management
New York
$7K -$2.68K -138 -28%
WTB
198
Washington Trust Bank
Washington
$6K +$6K +300 New
PK
199
Pflug Koory
Nebraska
$5K
GBBWRPM
200
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K