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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
WBH Advisory
Maryland
$507K -$62.5K -2,698 -11%
C
227
Certuity
Florida
$507K -$211K -9,103 -29%
TWM
228
Tradition Wealth Management
Minnesota
$505K +$1.3K +56 +0.3%
CB
229
Commerce Bank
Missouri
$500K +$131K +5,654 +35%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$498K -$3.57K -154 -0.7%
AWS
231
Atria Wealth Solutions
New York
$495K +$29.9K +1,289 +6%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$492K +$113K +4,858 +30%
LGG
233
Luts & Greenleigh Group
Maryland
$491K – – –
NL
234
NWAM LLC
Washington
$490K +$490K +21,137 New
EFG
235
Embree Financial Group
Illinois
$489K -$8.81K -380 -2%
SFS
236
Summit Financial Strategies
Ohio
$487K -$34.4K -1,484 -7%
EFG
237
Everhart Financial Group
Ohio
$486K -$2.8K -121 -0.6%
AI
238
Atria Investments
North Carolina
$479K +$84K +3,625 +21%
FWM
239
Fonville Wealth Management
Virginia
$474K +$5.38K +232 +1%
BFA
240
Bluestem Financial Advisors
Illinois
$474K -$41.7K -1,799 -8%
HFS
241
Heritage Financial Services
Massachusetts
$471K +$25.4K +1,098 +6%
WF
242
Whelan Financial
California
$469K -$13.6K -586 -3%
IA
243
Inspire Advisors
Idaho
$466K +$466K +20,119 New
JEST
244
JTC Employer Solutions Trustee
Jersey
$460K – – –
Comerica Bank
245
Comerica Bank
Texas
$457K -$43.1K -1,862 -9%
CI
246
Cordant Inc
Oregon
$454K -$22.9K -988 -5%
Bank of New York Mellon
247
Bank of New York Mellon
New York
$450K -$211K -9,126 -32%
VWA
248
Valued Wealth Advisors
Utah
$449K -$14.9K -643 -3%
CCA
249
Cobblestone Capital Advisors
New York
$447K -$3.13K -135 -0.7%
FA
250
FF Advisors
California
$441K – – –
8 9
10
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