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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 %
Brown Advisory
176
Brown Advisory
Maryland
$205K -$2.02K -106 -1%
AWS
177
AJ Wealth Strategies
New York
$200K
SWP
178
Stratos Wealth Partners
Ohio
$190K +$85.7K +4,472 +82%
RCA
179
Rowland Carmichael Advisors
Arizona
$177K -$22.5K -1,174 -11%
TI
180
Truepoint Inc
Ohio
$165K +$165K +12,608 New
WCM
181
Wealthcare Capital Management
Virginia
$163K +$268 +14 +0.2%
SP
182
SWS Partners
Ohio
$161K +$161K +8,530 +426,500%
LYV
183
Live Your Vision
Pennsylvania
$140K -$4.78M -252,678 -97%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$139K -$39.5K -2,062 -22%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$125K -$115 -6 -0.1%
SWA
186
Sutton Wealth Advisors
Florida
$124K +$36K +1,880 +41%
TIM
187
Tortoise Investment Management
New York
$122K +$115K +6,026 +1,674%
CIR
188
Clear Investment Research
Georgia
$114K -$2.03K -106 -2%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$108K -$5.14K -268 -5%
SBL
190
Sargent Bickham Lagudis
Colorado
$99K +$2.75K +144 +3%
SHJ
191
Sharkey, Howes & Javer
Colorado
$98K -$43.6K -2,304 -31%
FRA
192
Front Row Advisors
California
$96K -$20.5K -1,076 -18%
BAM
193
Barrett Asset Management
New York
$86K
TWA
194
TCI Wealth Advisors
Arizona
$67K -$75.9K -3,956 -53%
CDIA
195
Capital Directions Investment Advisors
Georgia
$67K +$76 +4 +0.1%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$65K -$3.49K -182 -5%
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$59K +$10.4K +550 +21%
SFSIG
198
San Francisco Sentry Investment Group
California
$58K
EA
199
Edge Advisors
Georgia
$56K
AIA
200
Armor Investment Advisors
North Carolina
$55K