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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
251
OneAscent Financial Services
Alabama
$387K +$19.5K +939 +5%
PCIA
252
Prime Capital Investment Advisors
Kansas
$385K -$21.2K -1,023 -5%
CAMG
253
CWA Asset Management Group
Florida
$380K +$53.8K +2,596 +16%
CCA
254
Cobblestone Capital Advisors
New York
$379K – – –
CC
255
Callan Capital
California
$375K -$62.1K -3,000 -14%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$375K -$14.1K -680 -4%
LFA
257
Laraway Financial Advisors
Minnesota
$374K -$7.19K -347 -2%
MAM
258
Marotta Asset Management
Virginia
$372K -$69.9K -3,375 -16%
FFA
259
Farther Finance Advisors
California
$365K +$362K +17,464 +11,566%
CWM
260
CIBC World Markets
New York
$364K -$37.9K -1,832 -9%
HFS
261
Heritage Financial Services
Massachusetts
$355K +$355K +17,156 New
B
262
Bailard
California
$354K +$2.09K +101 +0.6%
PAS
263
Park Avenue Securities
New York
$349K +$8.42K +406 +2%
HAS
264
HBW Advisory Services
California
$347K +$347K +16,777 New
MFG
265
MidWestOne Financial Group
Iowa
$347K +$137K +6,596 +65%
PB
266
Pinnacle Bancorp
Nebraska
$346K -$435K -21,004 -56%
ACG
267
Allen Capital Group
Nebraska
$344K -$17.3K -837 -5%
RMC
268
Regis Management Company
California
$344K +$6.83K +330 +2%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$342K -$1.77M -85,476 -84%
AOWM
270
Alpha Omega Wealth Management
Virginia
$335K +$21 +1 +0%
MWM
271
Modera Wealth Management
New Jersey
$332K -$164K -7,895 -33%
FT
272
Fiduciary Trust
Massachusetts
$331K – – –
BIA
273
Bigelow Investment Advisors
Maine
$325K -$16.2K -780 -5%
NL
274
NWAM LLC
Washington
$324K +$324K +15,650 New
SAI
275
Savvy Advisors Inc
New York
$324K +$324K +15,645 New
9 10
11
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