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Schwab US REIT ETF

498 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,184% more call options, than puts

Call options by funds: $731K | Put options by funds: $32K

21% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 161

1% less capital invested

Capital invested by funds: $5.12B → $5.08B (-$35.2M)

0.96% less ownership

Funds ownership: 79.24%78.28% (-0.96%)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

2% less funds holding

Funds holding: 507498 (-9)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
51
Increased
195
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.09B +$29.5M +1,472,209 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B +$38.2M +1,906,953 +4%
Creative Planning
3
Creative Planning
Kansas
$578M -$17.5M -875,292 -3%
Charles Schwab
4
Charles Schwab
California
$555M +$50M +2,493,740 +10%
US Bancorp
5
US Bancorp
Minnesota
$529M +$20.1M +1,002,509 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$161M -$106M -5,309,876 -40%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$129M +$6.05M +301,764 +5%
BlackRock
8
BlackRock
New York
$90.4M +$13.5M +672,823 +18%
Cerity Partners
9
Cerity Partners
New York
$55.5M -$63.6M -3,173,476 -54%
RA
10
Rational Advisors
New York
$42.3M +$13.8M +686,339 +49%
Ameriprise
11
Ameriprise
Minnesota
$30.7M +$803K +40,069 +3%
MGIA
12
Moneta Group Investment Advisors
Missouri
$29.1M -$2.25M -112,216 -7%
HFS
13
Hantz Financial Services
Michigan
$26.7M -$1.59M -79,128 -6%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$25.3M +$2.14M +106,505 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$21.8M -$766K -38,213 -3%
CST
16
Charles Schwab Trust
Nevada
$20.2M +$2.19M +108,991 +12%
AWM
17
Apollon Wealth Management
South Carolina
$19.3M +$3.45M +171,980 +22%
M&T Bank
18
M&T Bank
New York
$19M -$100K -5,000 -0.5%
FM
19
Foster & Motley
Ohio
$18.3M +$187K +9,325 +1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$17.1M -$692K -34,506 -4%
UBS Group
21
UBS Group
Switzerland
$14.2M -$224K -11,153 -2%
LSAG
22
Lake Street Advisors Group
New Hampshire
$14.1M -$356K -17,778 -2%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$13.6M -$1.93M -96,310 -13%
Wealthfront Advisers
24
Wealthfront Advisers
California
$12.5M +$493K +24,600 +4%
Betterment LLC
25
Betterment LLC
New York
$11.3M +$1.21M +60,525 +12%