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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
251
Alpha Omega Wealth Management
Virginia
$316K +$20 +1 +0%
PAS
252
Park Avenue Securities
New York
$315K +$92.6K +4,750 +42%
MA
253
Mangham Associates
Virginia
$315K +$2.6K +133 +0.8%
SFA
254
Sequoia Financial Advisors
Ohio
$306K +$306K +15,677 New
CAMG
255
CWA Asset Management Group
Florida
$306K +$2.31K +118 +0.8%
BRWA
256
B. Riley Wealth Advisors
Florida
$304K -$40.7K -2,086 -12%
BA
257
Bridgewater Advisors
New York
$303K -$16.9K -864 -5%
NWA
258
Navis Wealth Advisors
New York
$298K +$2.85K +146 +1%
WWM
259
Western Wealth Management
Colorado
$297K -$31.9K -1,632 -10%
HCP
260
Hexagon Capital Partners
Arkansas
$294K +$44.5K +2,279 +18%
FVWA
261
Foster Victor Wealth Advisors
South Carolina
$293K +$13.9K +703 +5%
BFA
262
Bluestem Financial Advisors
Illinois
$293K -$7.62K -390 -3%
YIH
263
Y-Intercept (HK)
Hong Kong
$286K +$286K +14,637 New
ACA
264
Ascension Capital Advisors
Texas
$282K – – –
SAM
265
SignalPoint Asset Management
Missouri
$281K -$5.66K -290 -2%
WFA
266
Websterrogers Financial Advisors
South Carolina
$279K +$547 +28 +0.2%
CW
267
CreativeOne Wealth
Kansas
$274K -$7.81K -399 -3%
RBC
268
Roble Belko & Company
Pennsylvania
$256K -$13.1K -669 -5%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$256K +$91.5K +4,683 +56%
PA
270
PFG Advisors
Arizona
$254K -$52.6K -2,695 -17%
BIA
271
Bigelow Investment Advisors
Maine
$253K +$9.24K +473 +4%
ACP
272
Aveo Capital Partners
Colorado
$252K -$218K -11,151 -46%
CAM
273
Cresset Asset Management
Illinois
$251K +$34.4K +1,759 +16%
TF
274
Theory Financial
Colorado
$247K -$41.2K -2,111 -14%
IWA
275
IVC Wealth Advisors
Pennsylvania
$246K +$246K +12,574 New
9 10
11
12 13