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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Collaborative Wealth Management
Florida
$241K -$56.2K -2,876 -19%
KAS
277
Kestra Advisory Services
Texas
$240K -$130K -6,631 -35%
CA
278
Clearstead Advisors
Ohio
$239K +$148K +7,585 +163%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$237K -$29.5K -1,512 -11%
SCA
280
Stokes Capital Advisors
South Carolina
$236K -$253K -12,946 -52%
RWA
281
Rainsberger Wealth Advisors
Colorado
$236K -$42.5K -2,176 -15%
AIA
282
Armor Investment Advisors
North Carolina
$229K -$16.6K -848 -7%
BB
283
Bell Bank
North Dakota
$224K +$224K +11,487 New
AFP
284
Ausdal Financial Partners
Iowa
$224K -$2.95K -151 -1%
TIM
285
Tevis Investment Management
Texas
$222K -$24.8K -1,271 -10%
IAN
286
Integrated Advisors Network
Texas
$220K -$3.95K -202 -2%
SFO
287
Stokes Family Office
Louisiana
$218K +$218K +11,173 New
Fidelity Investments
288
Fidelity Investments
Massachusetts
$216K +$12.2K +623 +6%
WC
289
Waterloo Capital
Texas
$212K -$121K -6,214 -36%
GAM
290
Garrison Asset Management
Arkansas
$212K -$2.56K -131 -1%
RAG
291
RIA Advisory Group
Iowa
$209K +$20 +1 +0%
WW
292
Waterfront Wealth
Kansas
$208K -$36.3K -1,800 -15%
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$207K -$4.79K -245 -2%
BBW
294
Blue Barn Wealth
Utah
$201K -$62.9K -3,223 -24%
BAMG
295
Brand Asset Management Group
Missouri
$199K -$11.3K -578 -5%
MFG
296
MidWestOne Financial Group
Iowa
$198K +$198K +10,139 New
CFD
297
Creative Financial Designs
Indiana
$191K +$95.5K +4,888 +100%
IA
298
IFP Advisors
Florida
$181K -$2.03K -104 -1%
William Blair & Company
299
William Blair & Company
Illinois
$179K +$6.19K +317 +4%
AF
300
Advisornet Financial
Minnesota
$177K -$8.28K -424 -4%
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