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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
251
Summit Financial Strategies
Ohio
$347K +$101K +5,168 +41%
BRWA
252
B. Riley Wealth Advisors
Florida
$344K -$86.6K -4,439 -20%
EFG
253
Everhart Financial Group
Ohio
$341K +$7.84K +402 +2%
CCA
254
Cobblestone Capital Advisors
New York
$334K – – –
WC
255
Waterloo Capital
Texas
$333K +$333K +17,059 New
WWM
256
Western Wealth Management
Colorado
$328K +$7.23K +371 +2%
RMC
257
Regis Management Company
California
$328K -$18K -925 -5%
BA
258
Bridgewater Advisors
New York
$320K -$2.32K -119 -0.7%
GAM
259
Gould Asset Management
California
$319K +$2.34K +120 +0.7%
AOWM
260
Alpha Omega Wealth Management
Virginia
$315K -$64.4K -3,300 -17%
MA
261
Mangham Associates
Virginia
$312K +$4.74K +243 +2%
CA
262
Cambridge Advisors
Nebraska
$310K -$9.36K -480 -3%
PA
263
PFG Advisors
Arizona
$306K -$21K -1,077 -6%
CAMG
264
CWA Asset Management Group
Florida
$303K -$24.3K -1,246 -7%
KeyBank National Association
265
KeyBank National Association
Ohio
$300K +$300K +15,391 New
BFA
266
Bluestem Financial Advisors
Illinois
$300K +$858 +44 +0.3%
CWM
267
Collaborative Wealth Management
Florida
$297K -$35.3K -1,808 -11%
NWA
268
Navis Wealth Advisors
New York
$295K +$1.91K +98 +0.7%
PGA
269
Portland Global Advisors
Maine
$294K – – –
TF
270
Theory Financial
Colorado
$288K +$2.13K +109 +0.7%
SAM
271
SignalPoint Asset Management
Missouri
$286K +$13.8K +708 +5%
ACA
272
Ascension Capital Advisors
Texas
$282K – – –
CW
273
CreativeOne Wealth
Kansas
$281K +$17.2K +881 +7%
RWA
274
Rainsberger Wealth Advisors
Colorado
$278K +$565 +29 +0.2%
WFA
275
Websterrogers Financial Advisors
South Carolina
$278K -$26.5K -1,360 -9%
9 10
11
12 13