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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
YWM
251
Yoder Wealth Management
California
$413K -$270K -13,282 -39%
HI
252
Human Investing
Oregon
$412K +$2.21K +109 +0.5%
EA
253
Efficient Advisors
Ohio
$402K -$56.1K -2,762 -12%
JEST
254
JTC Employer Solutions Trustee
Jersey
$401K – – –
NL
255
NWAM LLC
Washington
$399K +$83.9K +4,168 +27%
FA
256
FF Advisors
California
$395K – – –
AWS
257
Atria Wealth Solutions
New York
$388K -$53.1K -2,618 -12%
HFS
258
Heritage Financial Services
Massachusetts
$387K +$39.1K +1,927 +11%
IWC
259
Integrated Wealth Concepts
Massachusetts
$384K -$8K -394 -2%
FPAS
260
Focus Partners Advisor Solutions
Missouri
$379K +$134K +6,621 +55%
OFS
261
OneAscent Financial Services
Alabama
$379K – – –
PFBT
262
Parkside Financial Bank & Trust
Missouri
$373K +$5.56K +274 +2%
CC
263
Callan Capital
California
$368K – – –
VWA
264
Valued Wealth Advisors
Utah
$364K -$1.33M -65,343 -78%
B
265
Bailard
California
$362K +$14.2K +700 +4%
CCA
266
Cobblestone Capital Advisors
New York
$359K -$13.2K -650 -4%
LFA
267
Laraway Financial Advisors
Minnesota
$358K -$8.77K -432 -2%
PAS
268
Park Avenue Securities
New York
$356K +$14.4K +709 +4%
MAM
269
Marotta Asset Management
Virginia
$355K -$9.38K -462 -3%
H
270
HoyleCohen
California
$350K -$91.9K -4,527 -21%
IWA
271
IVC Wealth Advisors
Pennsylvania
$349K +$76.1K +3,747 +28%
PFT
272
Providence First Trust
Arizona
$349K +$349K +17,193 New
HAS
273
HBW Advisory Services
California
$347K – – –
RMC
274
Regis Management Company
California
$347K +$10.1K +500 +3%
PB
275
Pinnacle Bancorp
Nebraska
$339K – – –
9 10
11
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