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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$19.1M
3
US Bancorp
US Bancorp
Minnesota
+$17.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.5M
2
Creative Planning
Creative Planning
Kansas
-$29.6M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$22.9M
4
QAM
Q3 Asset Management
Michigan
-$15.3M
5
PIS
POM Investment Strategies
North Carolina
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$535K +$206K +9,787 +63%
CCA
227
Carrera Capital Advisors
Michigan
$528K +$51.2K +2,430 +11%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$517K +$69.1K +3,283 +15%
LF
229
Lee Financial
Texas
$513K -$10.7K -507 -2%
TWM
230
Tradition Wealth Management
Minnesota
$513K +$53.5K +2,540 +12%
AWM
231
Aegis Wealth Management
Maryland
$508K +$508K +24,101 New
N
232
Natixis
France
$507K -$1.28K -62 -0.3%
HI
233
Human Investing
Oregon
$503K +$10.3K +487 +2%
CA
234
CoreCap Advisors
Michigan
$502K +$329K +15,630 +190%
LPAM
235
Lodestar Private Asset Management
California
$499K +$14K +664 +3%
SFS
236
Summit Financial Strategies
Ohio
$492K +$49.7K +2,361 +11%
EFP
237
Elser Financial Planning
Indiana
$488K – – –
WC
238
Waterloo Capital
Texas
$485K -$83.4K -3,961 -15%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$477K +$23.9K +1,133 +5%
DSA
240
Droms Strauss Advisors
Missouri
$477K -$11.5K -548 -2%
WOC
241
West Oak Capital
California
$469K -$86.4K -410 -16%
VWA
242
VSM Wealth Advisory
Maryland
$464K +$464K +22,051 New
C
243
Certuity
Florida
$461K +$295 +14 +0.1%
PFG
244
Prospect Financial Group
Virginia
$452K +$452K +21,482 New
LGG
245
Luts & Greenleigh Group
Maryland
$446K – – –
WA
246
WBH Advisory
Maryland
$444K -$16.6K -789 -4%
GC
247
Garde Capital
Washington
$444K -$36.3K -1,723 -8%
VWA
248
Valued Wealth Advisors
Utah
$441K +$32.5K +1,541 +8%
EFG
249
Embree Financial Group
Illinois
$440K -$4.42K -210 -1%
CIA
250
Cape Investment Advisory
Georgia
$434K +$88.6K +4,206 +26%
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