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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
276
Navis Wealth Advisors
New York
$322K +$3.69K +178 +1%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$316K -$317K -15,292 -50%
SFA
278
Sequoia Financial Advisors
Ohio
$316K +$41.3K +1,992 +15%
DW
279
Dodds Wealth
Colorado
$314K +$314K +15,139 New
FVWA
280
Foster Victor Wealth Advisors
South Carolina
$312K -$6.99K -338 -2%
AWM
281
Axxcess Wealth Management
California
$307K +$307K +14,803 New
CB
282
Commerce Bank
Missouri
$302K +$302K +14,590 New
ACA
283
Ascension Capital Advisors
Texas
$299K – – –
CA
284
Cambridge Advisors
Nebraska
$299K -$23.7K -1,143 -7%
UCFA
285
United Capital Financial Advisors
Texas
$297K -$234K -11,281 -44%
Millennium Management
286
Millennium Management
New York
$290K +$290K +14,016 New
LCWP
287
Legacy Capital Wealth Partners
Arkansas
$289K +$3.29K +159 +1%
SAM
288
SignalPoint Asset Management
Missouri
$288K -$7.8K -378 -3%
CA
289
Clearstead Advisors
Ohio
$284K -$224K -10,807 -44%
SAM
290
Secure Asset Management
Michigan
$283K +$283K +13,648 New
PFC
291
Phocas Financial Corp
California
$283K -$2.17M -104,620 -88%
IWA
292
IVC Wealth Advisors
Pennsylvania
$278K +$15.7K +760 +6%
BJL
293
Brighton Jones LLC
Washington
$278K +$26.5K +1,281 +11%
GCA
294
Greenwood Capital Associates
South Carolina
$274K +$274K +13,238 New
WP
295
WMS Partners
Maryland
$273K -$563K -27,182 -67%
FFS
296
Founders Financial Securities
Maryland
$271K +$271K +13,068 New
NRI
297
NFP Retirement Inc
California
$269K +$5.22K +252 +2%
HFA
298
Highland Financial Advisors
New Jersey
$264K +$264K +12,742 New
GC
299
Guidance Capital
Kentucky
$263K +$263K +12,583 New
CFD
300
Creative Financial Designs
Indiana
$259K +$3.65K +176 +1%
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