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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.15B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$42M
3
MSA
Mason Street Advisors
Wisconsin
+$34.5M
4
US Bancorp
US Bancorp
Minnesota
+$24M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$24.4M
2
MFT
Moisand Fitzgerald Tamayo
Florida
-$20M
3
BlackRock
BlackRock
New York
-$15.7M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$9.11M
5
UBS AM
UBS AM
Illinois
-$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Asset Allocation Strategies
Michigan
$353K +$353K +17,667 New
CCA
252
Carrera Capital Advisors
Michigan
$352K +$352K +17,457 New
LFA
253
Laraway Financial Advisors
Minnesota
$346K -$5.73K -287 -2%
PFT
254
Providence First Trust
Arizona
$343K – – –
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$343K -$125K -6,259 -27%
RMC
256
Regis Management Company
California
$342K – – –
MAM
257
Marotta Asset Management
Virginia
$341K -$5.1K -258 -1%
AI
258
Atria Investments
North Carolina
$341K +$341K +17,059 New
ACG
259
Allen Capital Group
Nebraska
$338K +$7.31K +366 +2%
PB
260
Pinnacle Bancorp
Nebraska
$337K +$3.18K +159 +1%
PFC
261
Phocas Financial Corp
California
$337K +$64.2K +3,216 +24%
PPWM
262
Perissos Private Wealth Management
Oklahoma
$335K -$210K -10,538 -39%
B
263
Bailard
California
$333K -$22.7K -1,138 -6%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$327K -$39.7K -1,986 -11%
AOWM
265
Alpha Omega Wealth Management
Virginia
$323K – – –
FVWA
266
Foster Victor Wealth Advisors
South Carolina
$322K +$9.81K +464 +3%
CB
267
Commerce Bank
Missouri
$318K +$24.1K +1,207 +8%
DW
268
Dodds Wealth
Colorado
$314K -$4.17K -209 -1%
H
269
HoyleCohen
California
$313K -$30.7K -1,538 -9%
NWA
270
Navis Wealth Advisors
New York
$312K – – –
BRWA
271
B. Riley Wealth Advisors
Florida
$312K -$30.4K -1,505 -9%
WWM
272
Western Wealth Management
Colorado
$311K -$260 -13 -0.1%
AWM
273
Ariadne Wealth Management
California
$301K +$301K +14,950 New
IWA
274
IVC Wealth Advisors
Pennsylvania
$301K -$42.4K -2,121 -12%
WFA
275
Websterrogers Financial Advisors
South Carolina
$296K -$1.2K -60 -0.4%
9 10
11
12 13