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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
226
Jentner Corp
Ohio
$411K -$10.9K -558 -3%
LFS
227
Lutz Financial Services
Nebraska
$409K -$54.8K -2,808 -12%
SFS
228
Summit Financial Strategies
Ohio
$407K +$59.2K +3,031 +17%
AWG
229
Altus Wealth Group
Colorado
$404K -$24.5K -1,252 -6%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$398K +$398K +20,367 New
RJA
231
Raymond James & Associates
Florida
$395K -$26K -1,331 -6%
NL
232
NWAM LLC
Washington
$389K +$389K +19,911 New
JEST
233
JTC Employer Solutions Trustee
Jersey
$387K – – –
DSA
234
Droms Strauss Advisors
Missouri
$385K -$179K -9,069 -32%
EE
235
EWG Elevate
California
$376K +$109K +5,566 +41%
ACG
236
Allen Capital Group
Nebraska
$373K -$508 -26 -0.1%
LFA
237
Laraway Financial Advisors
Minnesota
$365K +$59 +3 +0%
CCA
238
Cobblestone Capital Advisors
New York
$358K +$23.2K +1,190 +7%
CC
239
Callan Capital
California
$354K – – –
LWM
240
Laidlaw Wealth Management
New York
$352K -$61.5K -3,150 -15%
NRI
241
NFP Retirement Inc
California
$346K -$40.5K -2,074 -10%
GGS
242
Galvin Gaustad & Stein
Arizona
$344K -$10.7K -550 -3%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$340K -$1.16M -59,468 -77%
EFG
244
Everhart Financial Group
Ohio
$340K -$2.23K -114 -0.7%
TWM
245
Tradition Wealth Management
Minnesota
$332K -$20.6K -1,054 -6%
HWA
246
Hillcrest Wealth Advisors
New Jersey
$325K -$159K -8,150 -33%
Citadel Advisors
247
Citadel Advisors
Florida
$320K +$271K +13,857 +552%
CA
248
Cambridge Advisors
Nebraska
$319K +$8.85K +453 +3%
GAM
249
Gould Asset Management
California
$319K – – –
RMC
250
Regis Management Company
California
$318K -$10.3K -530 -3%
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