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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
226
Natixis
France
$436K – – –
AFAS
227
Acorn Financial Advisory Services
Virginia
$433K -$4.31K -221 -1%
DIA
228
Dana Investment Advisors
Wisconsin
$432K -$48.8K -2,503 -10%
AWG
229
Altus Wealth Group
Colorado
$428K +$9.63K +494 +2%
Sumitomo Mitsui Trust Group
230
Sumitomo Mitsui Trust Group
Japan
$425K +$49.1K +2,518 +13%
JC
231
Jentner Corp
Ohio
$421K -$8.5K -436 -2%
RJA
232
Raymond James & Associates
Florida
$420K -$33K -1,694 -7%
LGG
233
Luts & Greenleigh Group
Maryland
$413K – – –
LWM
234
Laidlaw Wealth Management
New York
$413K -$1.07K -55 -0.3%
BAM
235
Baldrige Asset Management
Pennsylvania
$413K +$9.37K +481 +2%
B
236
Bailard
California
$411K -$4.27K -219 -1%
FNBT
237
FineMark National Bank & Trust
Florida
$407K +$2.36K +121 +0.6%
FG
238
Foster Group
Iowa
$400K +$64.1K +3,288 +19%
GCP
239
GSA Capital Partners
United Kingdom
$399K +$399K +20,470 New
JEST
240
JTC Employer Solutions Trustee
Jersey
$387K – – –
NRI
241
NFP Retirement Inc
California
$386K -$74.9K -3,843 -16%
IA
242
IFP Advisors
Florida
$380K -$201K -4,956 -35%
ACG
243
Allen Capital Group
Nebraska
$373K +$373K +19,107 New
KAS
244
Kestra Advisory Services
Texas
$369K +$122K +6,237 +49%
LFA
245
Laraway Financial Advisors
Minnesota
$365K -$12.2K -624 -3%
CPW
246
Catalyst Private Wealth
California
$357K – – –
GGS
247
Galvin Gaustad & Stein
Arizona
$354K +$81.5K +4,177 +30%
CC
248
Callan Capital
California
$353K +$5.58K +286 +2%
TWM
249
Tradition Wealth Management
Minnesota
$352K -$205K -10,519 -37%
LWM
250
Liberty Wealth Management
California
$347K +$347K +16,848 New
8 9
10
11 12