SCHH icon

Schwab US REIT ETF

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Shares
Change %
PFT
276
Providence First Trust
Arizona
$362K
LFA
277
Laraway Financial Advisors
Minnesota
$360K -$5.39K -256 -1%
PPWM
278
Perissos Private Wealth Management
Oklahoma
$359K +$11.6K +553 +3%
WWM
279
Western Wealth Management
Colorado
$358K +$25.2K +1,196 +8%
ACG
280
Allen Capital Group
Nebraska
$356K +$4.36K +207 +1%
OFS
281
OneAscent Financial Services
Alabama
$348K +$348K +16,523 New
PFC
282
Phocas Financial Corp
California
$346K
WFA
283
Websterrogers Financial Advisors
South Carolina
$336K -$2.06K -98 -0.6%
Comerica Bank
284
Comerica Bank
Texas
$335K -$80.1K -3,802 -19%
AOWM
285
Alpha Omega Wealth Management
Virginia
$324K
BRWA
286
B. Riley Wealth Advisors
Florida
$323K -$13.3K -631 -4%
LA
287
Lifeworks Advisors
Michigan
$319K +$66.8K +3,174 +26%
LCWP
288
Legacy Capital Wealth Partners
Arkansas
$304K +$3.41K +162 +1%
MW
289
Maia Wealth
Colorado
$297K -$23.9K -1,108 -7%
Jane Street
290
Jane Street
New York
$296K +$296K +14,042 New
Fisher Asset Management
291
Fisher Asset Management
Washington
$295K +$112K +5,340 +62%
CA
292
Cambridge Advisors
Nebraska
$291K -$10.4K -494 -3%
CFD
293
Creative Financial Designs
Indiana
$290K -$17.6K -834 -6%
SAM
294
SignalPoint Asset Management
Missouri
$289K -$1.05K -50 -0.4%
PA
295
PFG Advisors
Arizona
$287K -$3.79K -180 -1%
TIM
296
Thompson Investment Management
Wisconsin
$285K +$20K +951 +8%
MWM
297
Momentous Wealth Management
Washington
$283K +$283K +13,461 New
MFG
298
MidWestOne Financial Group
Iowa
$283K +$11.8K +562 +4%
SA
299
Sanctuary Advisors
Indiana
$282K +$9.92K +466 +4%
Citigroup
300
Citigroup
New York
$275K -$17.1K -814 -6%