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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$431K +$18.3K +915 +4%
EFG
227
Embree Financial Group
Illinois
$429K -$12.8K -639 -3%
LGG
228
Luts & Greenleigh Group
Maryland
$423K +$423K +21,200 New
EFG
229
Everhart Financial Group
Ohio
$422K -$19.8K -992 -4%
YWM
230
Yoder Wealth Management
California
$422K +$15K +750 +4%
WF
231
Whelan Financial
California
$416K -$3.54K -177 -0.8%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$415K -$56.3K -2,817 -12%
CI
233
Cordant Inc
Oregon
$411K +$919 +46 +0.2%
FWM
234
Fonville Wealth Management
Virginia
$408K -$7.32K -363 -2%
RJA
235
Raymond James & Associates
Florida
$404K -$65.4K -3,273 -14%
VWA
236
Valued Wealth Advisors
Utah
$403K +$41.7K +2,072 +12%
AWS
237
Atria Wealth Solutions
New York
$401K +$18.6K +931 +5%
JEST
238
JTC Employer Solutions Trustee
Jersey
$396K – – –
OCM
239
One Capital Management
California
$394K +$394K +19,715 New
FA
240
FF Advisors
California
$389K – – –
CCA
241
Cobblestone Capital Advisors
New York
$388K +$34.7K +1,740 +10%
HFS
242
Heritage Financial Services
Massachusetts
$384K +$2.98K +149 +0.8%
SWM
243
Sculati Wealth Management
Michigan
$384K -$372K -18,606 -49%
MW
244
Maia Wealth
Colorado
$375K +$375K +17,939 New
FPAS
245
Focus Partners Advisor Solutions
Missouri
$370K -$2.56K -128 -0.7%
HCP
246
Hardin Capital Partners
South Carolina
$366K +$366K +18,305 New
IWC
247
Integrated Wealth Concepts
Massachusetts
$364K -$13.3K -666 -4%
IA
248
IFP Advisors
Florida
$364K +$128K +6,399 +54%
CC
249
Callan Capital
California
$361K -$320 -16 -0.1%
PAS
250
Park Avenue Securities
New York
$354K +$3.77K +189 +1%
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