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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.

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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$830M 21,711,630 +3,693,352 +20%
Creative Planning
2
Creative Planning
Kansas
$638M 16,692,245 -784,595 -4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$223M 4,943,204 +7,487 +0.2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$110M 2,874,385 +244,895 +9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$101M 2,642,315 +741,668 +39%
FEG
6
Fund Evaluation Group
Ohio
$68M 1,776,655 +264,922 +18%
Charles Schwab
7
Charles Schwab
California
$42.2M 1,101,995 +378,539 +52%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$37.1M 970,283 +201,294 +26%
BlackRock
9
BlackRock
New York
$35.1M 918,331 +59,423 +7%
AA
10
Alesco Advisors
New York
$31.8M 832,208 +126,786 +18%
M&T Bank
11
M&T Bank
New York
$24.8M 647,800 -63,600 -9%
CCA
12
Catalyst Capital Advisors
New York
$18.8M 491,127 +23,550 +5%
MRC
13
Millburn Ridgefield Corp
New York
$18.8M 491,127 +23,550 +5%
Ameriprise
14
Ameriprise
Minnesota
$17.6M 459,425 +66,652 +17%
UBS AM
15
UBS AM
Illinois
$16.4M 428,668 +318,000 +287%
WC
16
Whitnell & Co
Illinois
$13.4M 350,849 +110,190 +46%
MGIA
17
Moneta Group Investment Advisors
Missouri
$11.6M 303,079 +27,413 +10%
QI
18
QS Investors
New York
$11.4M 297,752 -374,618 -56%
FM
19
Foster & Motley
Ohio
$9.61M 251,267 +10,644 +4%
Wells Fargo
20
Wells Fargo
California
$9.19M 240,341 +63,080 +36%
AG
21
Appleton Group
Wisconsin
$8.93M 233,515 +47,615 +26%
US Bancorp
22
US Bancorp
Minnesota
$8.77M 229,357 -90,809 -28%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$8.36M 218,521 +14,237 +7%
BWA
24
BlueSky Wealth Advisors
North Carolina
$7.63M 199,349 +33,909 +20%
W
25
Wealthfront
California
$7.08M 185,124 +34,900 +23%