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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
Financial Engines Advisors
California
$841M
3
BlackRock
BlackRock
New York
$101M
4
Charles Schwab
Charles Schwab
California
$450M
5
US Bancorp
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.55M
2
CCA
Catalyst Capital Advisors
New York
$0
3
MRC
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
Creative Planning
Kansas
$531M
5
MGIA
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
226
Hexagon Capital Partners
Arkansas
$383K +$116K +6,518 +43%
AFAS
227
Acorn Financial Advisory Services
Virginia
$381K -$7.18K -412 -2%
MAM
228
Marotta Asset Management
Virginia
$379K -$17.1K -965 -4%
LGG
229
Luts & Greenleigh Group
Maryland
$376K – – –
SCI
230
Stableford Capital II
Arizona
$376K – – –
TI
231
Truepoint Inc
Ohio
$375K -$72.2K -4,070 -16%
CC
232
Callan Capital
California
$375K +$53.3K +3,000 +17%
AWG
233
Altus Wealth Group
Colorado
$367K – – –
JPMorgan Chase & Co
234
JPMorgan Chase & Co
New York
$359K -$671K -37,807 -65%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$359K +$359K +20,294 New
IWC
236
Integrated Wealth Concepts
Massachusetts
$354K -$206K -11,599 -37%
JEST
237
JTC Employer Solutions Trustee
Jersey
$352K – – –
JC
238
Jentner Corp
Ohio
$349K -$24.3K -1,370 -7%
PCIA
239
Prime Capital Investment Advisors
Kansas
$348K -$641K -36,107 -65%
GGS
240
Galvin Gaustad & Stein
Arizona
$347K +$34.7K +1,955 +11%
EFG
241
Everhart Financial Group
Ohio
$345K +$36.6K +2,060 +12%
CWM
242
CIBC World Markets
New York
$344K +$344K +19,399 New
Baird Financial Group
243
Baird Financial Group
Wisconsin
$342K +$32.5K +1,831 +11%
AWS
244
Atria Wealth Solutions
New York
$334K -$981K -55,280 -75%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$333K +$101K +5,693 +43%
LFA
246
Laraway Financial Advisors
Minnesota
$327K -$5.27K -297 -2%
CCA
247
Cobblestone Capital Advisors
New York
$325K – – –
EGWAG
248
Elwood & Goetz Wealth Advisory Group
Georgia
$321K +$321K +18,066 New
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$318K -$43.5K -2,449 -12%
OFS
250
OneAscent Financial Services
Alabama
$315K +$315K +17,733 New
8 9
10
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