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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
276
Creative Financial Designs
Indiana
$338K +$13.9K +602 +4%
AWM
277
Ariadne Wealth Management
California
$334K – – –
CA
278
Cambridge Advisors
Nebraska
$332K -$2.11K -91 -0.6%
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$330K +$5.1K +220 +2%
SAM
280
Secure Asset Management
Michigan
$324K +$324K +13,981 New
GCA
281
Greenwood Capital Associates
South Carolina
$322K +$8.13K +351 +3%
Citigroup
282
Citigroup
New York
$322K -$217K -9,353 -40%
PA
283
PFG Advisors
Arizona
$320K +$30K +1,295 +10%
SAM
284
SignalPoint Asset Management
Missouri
$317K -$3.31K -144 -1%
IWA
285
IVC Wealth Advisors
Pennsylvania
$311K -$38K -1,642 -11%
FVWA
286
Foster Victor Wealth Advisors
South Carolina
$302K -$40.4K -1,800 -12%
BWA
287
Bordeaux Wealth Advisors
California
$301K +$301K +12,971 New
MFG
288
MidWestOne Financial Group
Iowa
$299K +$2.39K +103 +0.8%
FFS
289
Founders Financial Securities
Maryland
$297K +$297K +12,824 New
YIH
290
Y-Intercept (HK)
Hong Kong
$293K +$293K +12,666 New
IWM
291
IHT Wealth Management
Illinois
$292K +$292K +12,645 New
CW
292
CreativeOne Wealth
Kansas
$292K +$6.65K +287 +2%
TIM
293
Thompson Investment Management
Wisconsin
$292K -$139 -6 -0%
SA
294
Sanctuary Advisors
Indiana
$291K -$26.1K -1,148 -8%
CPL
295
CAP Partners LLC
Tennessee
$291K +$2.48K +107 +0.9%
ACA
296
Ascension Capital Advisors
Texas
$289K – – –
AWM
297
Axxcess Wealth Management
California
$287K +$287K +12,388 New
CA
298
Clearstead Advisors
Ohio
$285K -$9.31K -402 -3%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$284K +$20.2K +872 +8%
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$283K -$8.32K -362 -3%
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