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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
H
226
HoyleCohen
California
$450K -$103K -4,995 -19%
TWM
227
Tradition Wealth Management
Minnesota
$450K +$96.8K +4,675 +27%
SCI
228
Stableford Capital II
Arizona
$444K -$3.75K -184 -0.8%
LFA
229
Landmark Financial Advisors
Kentucky
$443K -$20.4K -985 -4%
AFAS
230
Acorn Financial Advisory Services
Virginia
$441K -$5.36K -263 -1%
LEFP
231
Leading Edge Financial Planning
Tennessee
$440K -$465K -22,453 -51%
WF
232
Whelan Financial
California
$440K -$145K -7,010 -25%
LGG
233
Luts & Greenleigh Group
Maryland
$439K – – –
TI
234
Truepoint Inc
Ohio
$438K – – –
RJA
235
Raymond James & Associates
Florida
$437K -$23.9K -1,156 -5%
CI
236
Cordant Inc
Oregon
$433K -$97.9K -4,727 -18%
FWM
237
Fortress Wealth Management
California
$432K -$15.6K -754 -3%
BFA
238
Bluestem Financial Advisors
Illinois
$429K +$117K +5,658 +38%
AWG
239
Altus Wealth Group
Colorado
$429K – – –
FG
240
Foster Group
Iowa
$421K – – –
WWM
241
WT Wealth Management
Arizona
$418K -$41K -1,981 -9%
HI
242
Human Investing
Oregon
$418K +$418K +20,176 New
JEST
243
JTC Employer Solutions Trustee
Jersey
$416K – – –
EGWAG
244
Elwood & Goetz Wealth Advisory Group
Georgia
$412K +$37.6K +1,815 +10%
BAM
245
BOS Asset Management
Illinois
$404K +$404K +19,497 New
FA
246
FF Advisors
California
$403K +$403K +19,478 New
EGM
247
Engineers Gate Manager
New York
$400K +$400K +19,311 New
IWC
248
Integrated Wealth Concepts
Massachusetts
$399K -$14K -674 -3%
WWM
249
Western Wealth Management
Colorado
$390K +$72.5K +3,499 +23%
FWM
250
Fonville Wealth Management
Virginia
$387K +$387K +18,697 New
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