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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$237K +$22.2K +1,250 +10%
MA
277
Mangham Associates
Virginia
$236K -$49.8K -2,811 -17%
SFA
278
Sequoia Financial Advisors
Ohio
$235K -$42.9K -2,417 -15%
CW
279
CreativeOne Wealth
Kansas
$235K -$13K -732 -5%
SCA
280
Stokes Capital Advisors
South Carolina
$233K +$18.4K +1,039 +9%
RBC
281
Roble Belko & Company
Pennsylvania
$232K +$142 +8 +0.1%
ACP
282
Aveo Capital Partners
Colorado
$229K – – –
NRI
283
NFP Retirement Inc
California
$226K -$88.4K -4,980 -28%
IWA
284
IVC Wealth Advisors
Pennsylvania
$225K +$1.99K +112 +0.9%
AIA
285
Armor Investment Advisors
North Carolina
$220K +$11.7K +659 +6%
CFD
286
Creative Financial Designs
Indiana
$219K +$45.5K +2,561 +26%
BJL
287
Brighton Jones LLC
Washington
$216K +$216K +12,165 New
RWA
288
Rainsberger Wealth Advisors
Colorado
$215K +$994 +56 +0.5%
HF
289
HRT Financial
New York
$210K -$306K -17,238 -59%
SFO
290
Stokes Family Office
Louisiana
$198K – – –
PA
291
PFG Advisors
Arizona
$196K -$34.3K -1,935 -15%
TIM
292
Tevis Investment Management
Texas
$194K -$6.87K -387 -3%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$194K -$2.63K -148 -1%
IAN
294
Integrated Advisors Network
Texas
$194K -$6.35K -358 -3%
GAM
295
Garrison Asset Management
Arkansas
$193K +$533 +30 +0.3%
CWM
296
Collaborative Wealth Management
Florida
$192K -$27K -1,520 -12%
BAMG
297
Brand Asset Management Group
Missouri
$189K +$8.06K +454 +4%
TC
298
TownSquare Capital
Utah
$189K +$189K +10,641 New
AFP
299
Ausdal Financial Partners
Iowa
$185K -$18.4K -1,035 -9%
AFG
300
Atomi Financial Group
New York
$183K +$183K +10,337 New
10 11
12
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