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Schwab US REIT ETF

454 hedge funds and large institutions have $3.8B invested in Schwab US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 186 increasing their positions, 140 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 140

8% more call options, than puts

Call options by funds: $559K | Put options by funds: $518K

0.82% more ownership

Funds ownership: 72.51%73.33% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less funds holding

Funds holding: 464454 (-10)

11% less capital invested

Capital invested by funds: $4.28B → $3.8B (-$483M)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
7.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
186
Reduced
140
Closed
56
Calls
$559K
Puts
$518K
Net Calls
+$41K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
176
Platte River Wealth Advisors
Colorado
$674K -$527K -24,368 -40%
Goldman Sachs
177
Goldman Sachs
New York
$655K -$2.37M -109,366 -76%
Stifel Financial
178
Stifel Financial
Missouri
$653K -$2.15M -99,152 -74%
VCM
179
Virtue Capital Management
Tennessee
$650K +$753K +34,789 New
CI
180
Cordant Inc
Oregon
$648K +$3.79K +175 +0.5%
TYCC
181
Texas Yale Capital Corp
Florida
$641K -$22.8K -1,055 -3%
BSW
182
Buckingham Strategic Wealth
Missouri
$641K +$111K +5,136 +18%
UCFA
183
United Capital Financial Advisors
Texas
$627K -$71K -3,280 -9%
CG
184
Colony Group
Massachusetts
$616K +$25.8K +1,192 +4%
State Street
185
State Street
Massachusetts
$611K +$15.1K +700 +2%
PA
186
Parallel Advisors
California
$610K -$95.8K -4,426 -12%
WWM
187
Western Wealth Management
Colorado
$610K +$5.15K +238 +0.7%
BFPW
188
BOK Financial Private Wealth
Colorado
$600K -$449K -20,768 -39%
KWM
189
Kingsview Wealth Management
Oregon
$592K -$17.5K -809 -2%
MCM
190
Mainstay Capital Management
Michigan
$579K
TWM
191
Tradition Wealth Management
Minnesota
$564K -$26.7K -1,236 -4%
AWA
192
Aletheian Wealth Advisors
Washington
$559K +$108K +4,983 +20%
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$558K +$8.83K +408 +1%
SBH
194
Segall Bryant & Hamill
Illinois
$554K -$72.7K -3,358 -10%
EA
195
Efficient Advisors
Ohio
$551K -$27.4K -1,267 -4%
AWS
196
AJ Wealth Strategies
New York
$542K -$325 -15 -0.1%
FF
197
Friedenthal Financial
New Jersey
$538K +$736 +34 +0.1%
PFM
198
Peak Financial Management
Massachusetts
$533K +$33K +1,523 +6%
DP
199
DDD Partners
Washington
$532K +$39.6K +1,831 +7%
BC
200
Brio Consultants
California
$523K +$624K +28,820 New