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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
276
MidWestOne Financial Group
Iowa
$339K -$771 -38 -0.2%
ACG
277
Allen Capital Group
Nebraska
$336K -$1.2K -59 -0.4%
AOWM
278
Alpha Omega Wealth Management
Virginia
$328K – – –
CAMG
279
CWA Asset Management Group
Florida
$325K -$47.4K -2,335 -13%
FT
280
Fiduciary Trust
Massachusetts
$325K – – –
DW
281
Dodds Wealth
Colorado
$324K +$16.5K +812 +5%
NWA
282
Navis Wealth Advisors
New York
$317K +$1.73K +85 +0.5%
WWM
283
Western Wealth Management
Colorado
$317K -$65.6K -3,231 -17%
WFA
284
Websterrogers Financial Advisors
South Carolina
$302K +$98.4K +4,846 +48%
BRWA
285
B. Riley Wealth Advisors
Florida
$301K -$113K -6,373 -27%
CB
286
Commerce Bank
Missouri
$299K +$2.72K +134 +0.9%
CA
287
Cambridge Advisors
Nebraska
$293K +$61 +3 +0%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$291K -$17.9K -883 -6%
FVWA
289
Foster Victor Wealth Advisors
South Carolina
$287K -$6.24K -321 -2%
SAM
290
SignalPoint Asset Management
Missouri
$283K -$284 -14 -0.1%
PFC
291
Phocas Financial Corp
California
$277K – – –
CFD
292
Creative Financial Designs
Indiana
$270K +$16.3K +805 +6%
GCA
293
Greenwood Capital Associates
South Carolina
$269K -$20 -1 -0%
WP
294
WMS Partners
Maryland
$267K – – –
HWA
295
Hillcrest Wealth Advisors
New Jersey
$266K +$266K +13,125 New
SAI
296
Savvy Advisors Inc
New York
$262K -$55.2K -2,721 -17%
ACA
297
Ascension Capital Advisors
Texas
$258K -$34.7K -1,708 -12%
Kovitz Investment Group Partners
298
Kovitz Investment Group Partners
Illinois
$258K +$258K +12,692 New
Fidelity Investments
299
Fidelity Investments
Massachusetts
$257K +$46.3K +2,283 +22%
PA
300
PFG Advisors
Arizona
$254K +$33.9K +1,671 +15%
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