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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
CFA
201
Cahill Financial Advisors
Minnesota
$509K +$72.9K +3,371 +14%
PHAM
202
Palisades Hudson Asset Management
Florida
$508K +$3.18K +147 +0.5%
AP
203
Adero Partners
California
$507K +$108K +4,999 +22%
BDWCC
204
B&D White Capital Company
Texas
$501K +$11.2K +519 +2%
LJAC
205
L.J. Altfest & Co
New York
$498K +$40.8K +1,887 +8%
HWA
206
Hillcrest Wealth Advisors
New Jersey
$485K +$243K +11,225 +76%
RWA
207
Rainsberger Wealth Advisors
Colorado
$482K -$418K -19,298 -43%
CL
208
Choreo LLC
Illinois
$482K +$30.4K +1,404 +6%
BBA
209
Braun-Bostich & Associates
Pennsylvania
$479K -$51.6K -2,386 -9%
JC
210
Jentner Corp
Ohio
$479K -$11.4K -525 -2%
MAM
211
Marotta Asset Management
Virginia
$476K -$58.2K -2,692 -10%
DIA
212
Dana Investment Advisors
Wisconsin
$473K -$4.59K -212 -0.8%
OPS
213
Orion Portfolio Solutions
Nebraska
$456K -$123K -5,672 -19%
GFS
214
GYL Financial Synergies
Connecticut
$455K +$262K +12,129 +99%
GFP
215
Guardian Financial Partners
California
$453K +$63.9K +2,955 +14%
JTWM
216
Jackson Thornton Wealth Management
Alabama
$447K +$517K +23,909 New
LCM
217
Liberty Capital Management
Michigan
$446K +$952 +44 +0.2%
BRWA
218
B. Riley Wealth Advisors
Florida
$444K -$411 -19 -0.1%
Northern Trust
219
Northern Trust
Illinois
$438K -$150K -6,923 -23%
LFA
220
Landmark Financial Advisors
Kentucky
$436K -$9.74K -450 -2%
WP
221
WealthShield Partners
North Carolina
$433K +$15.8K +728 +3%
ISWM
222
Independent Solutions Wealth Management
New York
$427K +$35.4K +1,638 +8%
MA
223
Montag & Associates
Georgia
$422K -$90.5K -4,182 -16%
ECM
224
Evergreen Capital Management
Washington
$420K
AFAS
225
Acorn Financial Advisory Services
Virginia
$418K +$125K +5,760 +35%