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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$521K -$20.8K -1,027 -4%
DBRC
227
D.B. Root & Company
Pennsylvania
$515K -$1.22K -60 -0.2%
IIA
228
Integral Investment Advisors
California
$514K +$514K +25,473 New
SFS
229
Summit Financial Strategies
Ohio
$502K -$7.25K -357 -1%
N
230
Natixis
France
$499K +$29K +1,430 +6%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$497K +$162K +7,957 +48%
BIA
232
Bigelow Investment Advisors
Maine
$490K +$171K +8,430 +54%
DSA
233
Droms Strauss Advisors
Missouri
$489K -$164K -8,070 -25%
AWM
234
Avaii Wealth Management
Wisconsin
$480K -$10.2K -501 -2%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$479K +$39.7K +1,954 +9%
RJA
236
Raymond James & Associates
Florida
$477K +$48.3K +2,380 +11%
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$476K +$5.08K +250 +1%
Natixis Advisors
238
Natixis Advisors
Massachusetts
$454K -$2.92M -143,732 -87%
EFG
239
Embree Financial Group
Illinois
$449K -$97K -4,780 -18%
EFG
240
Everhart Financial Group
Ohio
$449K -$14.4K -708 -3%
LPAM
241
Lodestar Private Asset Management
California
$447K +$2.27K +112 +0.5%
LFS
242
Lutz Financial Services
Nebraska
$441K -$21.7K -1,068 -5%
TWM
243
Tradition Wealth Management
Minnesota
$431K -$10.3K -509 -2%
WF
244
Whelan Financial
California
$427K -$4.71K -232 -1%
TI
245
Truepoint Inc
Ohio
$425K -$4.08K -201 -1%
BFA
246
Bluestem Financial Advisors
Illinois
$421K +$609 +30 +0.1%
SCI
247
Stableford Capital II
Arizona
$420K -$23K -1,132 -5%
Comerica Bank
248
Comerica Bank
Texas
$420K +$194K +9,538 +86%
FWM
249
Fonville Wealth Management
Virginia
$418K +$38.8K +1,911 +10%
CI
250
Cordant Inc
Oregon
$417K -$7.59K -374 -2%
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