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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
276
Foster Victor Wealth Advisors
South Carolina
$273K -$95.1K -4,927 -26%
RBC
277
Roble Belko & Company
Pennsylvania
$268K -$64.3K -3,303 -19%
EE
278
EWG Elevate
California
$267K – – –
FPAS
279
Focus Partners Advisor Solutions
Missouri
$266K -$1.1M -56,446 -81%
LCWP
280
Legacy Capital Wealth Partners
Arkansas
$264K +$264K +13,555 New
BBW
281
Blue Barn Wealth
Utah
$264K -$6.57K -337 -2%
HCP
282
Hexagon Capital Partners
Arkansas
$249K +$23K +1,177 +10%
Millennium Management
283
Millennium Management
New York
$247K +$247K +12,648 New
GRP
284
Global Retirement Partners
California
$247K +$18.3K +961 +8%
TIM
285
Tevis Investment Management
Texas
$246K -$155K -7,947 -39%
AIA
286
Armor Investment Advisors
North Carolina
$245K – – –
BIA
287
Bigelow Investment Advisors
Maine
$243K -$1.44K -74 -0.6%
WW
288
Waterfront Wealth
Kansas
$236K – – –
USCWA
289
U.S. Capital Wealth Advisors
Texas
$228K -$99.7K -5,111 -30%
AFP
290
Ausdal Financial Partners
Iowa
$226K -$2.09K -107 -0.9%
IAN
291
Integrated Advisors Network
Texas
$224K +$12K +617 +6%
PAS
292
Park Avenue Securities
New York
$222K -$221K -11,374 -50%
CAM
293
Cresset Asset Management
Illinois
$217K -$68.9K -3,532 -24%
CA
294
Cetera Advisors
Colorado
$215K -$7.49K -384 -3%
GAM
295
Garrison Asset Management
Arkansas
$214K -$7.9K -405 -4%
WSTAM
296
Wilbanks Smith & Thomas Asset Management
Virginia
$212K +$98 +5 +0%
BAMG
297
Brand Asset Management Group
Missouri
$210K +$11.1K +569 +6%
RAG
298
RIA Advisory Group
Iowa
$208K -$19.5K -998 -9%
TWM
299
Tanglewood Wealth Management
Texas
$208K +$208K +10,679 New
Fidelity Investments
300
Fidelity Investments
Massachusetts
$204K -$64K -3,280 -24%
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12
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