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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.15B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$42M
3
MSA
Mason Street Advisors
Wisconsin
+$34.5M
4
US Bancorp
US Bancorp
Minnesota
+$24M
5
BWA
BlueSky Wealth Advisors
North Carolina
+$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$24.4M
2
MFT
Moisand Fitzgerald Tamayo
Florida
-$20M
3
BlackRock
BlackRock
New York
-$15.7M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$9.11M
5
UBS AM
UBS AM
Illinois
-$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
276
Lutz Financial Services
Nebraska
$295K -$138K -6,924 -32%
CA
277
Cambridge Advisors
Nebraska
$288K -$200 -10 -0.1%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$280K +$280K +14,031 New
CFD
279
Creative Financial Designs
Indiana
$280K +$13.9K +695 +5%
SAM
280
SignalPoint Asset Management
Missouri
$278K – – –
GCA
281
Greenwood Capital Associates
South Carolina
$271K +$6.43K +322 +2%
SA
282
Sanctuary Advisors
Indiana
$263K +$263K +13,948 New
MFG
283
MidWestOne Financial Group
Iowa
$255K -$78.1K -3,910 -23%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$254K +$80 +4 +0%
CA
285
Clearstead Advisors
Ohio
$253K – – –
TIM
286
Thompson Investment Management
Wisconsin
$251K +$21.1K +1,058 +9%
PA
287
PFG Advisors
Arizona
$250K +$599 +30 +0.2%
ACA
288
Ascension Capital Advisors
Texas
$250K -$4.67K -234 -2%
CPL
289
CAP Partners LLC
Tennessee
$249K +$7.11K +356 +3%
CW
290
CreativeOne Wealth
Kansas
$246K -$1.28K -64 -0.5%
RSWM
291
Robertson Stephens Wealth Management
California
$243K – – –
NRI
292
NFP Retirement Inc
California
$243K -$2.3K -115 -0.9%
SAI
293
Savvy Advisors Inc
New York
$240K -$17.9K -898 -7%
APP
294
Avantax Planning Partners
Iowa
$239K -$737K -36,925 -76%
BP
295
Ballentine Partners
Massachusetts
$236K +$236K +11,807 New
BAMG
296
Brand Asset Management Group
Missouri
$234K +$21.3K +1,069 +10%
WT
297
Whittier Trust
California
$231K – – –
MCM
298
Mainstay Capital Management
Michigan
$231K -$315K -15,798 -58%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$228K -$59.1K -2,956 -21%
GRP
300
Global Retirement Partners
California
$228K +$2.46K +123 +1%
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