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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
WT Wealth Management
Arizona
$436K -$940K -40,566 -68%
AP
252
Advisors Preferred
Maryland
$435K +$435K +18,909 New
PB
253
Pinnacle Bancorp
Nebraska
$426K +$34.9K +1,508 +9%
PCIA
254
Prime Capital Investment Advisors
Kansas
$421K -$137K -5,929 -25%
CC
255
Callan Capital
California
$415K -$3.94K -170 -0.9%
HCP
256
Hardin Capital Partners
South Carolina
$412K +$719 +32 +0.2%
WJWM
257
Williams Jones Wealth Management
New York
$410K +$410K +17,706 New
LFA
258
Laraway Financial Advisors
Minnesota
$402K +$116 +5 +0%
B
259
Bailard
California
$400K +$14.1K +607 +4%
IWC
260
Integrated Wealth Concepts
Massachusetts
$400K -$22.3K -963 -5%
PFT
261
Providence First Trust
Arizona
$398K – – –
ACG
262
Allen Capital Group
Nebraska
$387K -$5.42K -234 -1%
CAMG
263
CWA Asset Management Group
Florida
$382K +$382K +16,496 New
PPWM
264
Perissos Private Wealth Management
Oklahoma
$382K -$7.16K -309 -2%
PFC
265
Phocas Financial Corp
California
$380K -$10.4K -450 -3%
CIA
266
Cape Investment Advisory
Georgia
$380K +$118K +5,076 +45%
WFA
267
Websterrogers Financial Advisors
South Carolina
$372K +$28K +1,209 +8%
NWA
268
Navis Wealth Advisors
New York
$368K +$5.68K +245 +2%
WWM
269
Western Wealth Management
Colorado
$367K +$5.63K +243 +2%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$366K -$32.8K -1,414 -8%
BRWA
271
B. Riley Wealth Advisors
Florida
$366K +$12.1K +530 +3%
PAS
272
Park Avenue Securities
New York
$364K -$46.5K -2,009 -11%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$362K -$119K -5,152 -25%
AOWM
274
Alpha Omega Wealth Management
Virginia
$356K -$18.5K -799 -5%
MW
275
Maia Wealth
Colorado
$341K -$70.9K -3,085 -17%
9 10
11
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