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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
301
1900 Wealth Management
Texas
$202K – – –
TA
302
Tactive Advisors
Florida
$200K +$200K +10,259 New
AF
303
Advisornet Financial
Minnesota
$185K +$13K +666 +8%
UB
304
UMB Bank
Missouri
$174K +$22.3K +1,144 +15%
William Blair & Company
305
William Blair & Company
Illinois
$173K +$42.3K +2,168 +32%
AWM
306
Aspire Wealth Management
Massachusetts
$171K -$59K -3,025 -26%
GWM
307
GSB Wealth Management
Connecticut
$169K +$169K +8,782 New
HI
308
Harbour Investments
Wisconsin
$165K +$9.79K +502 +6%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$164K -$7.96K -408 -5%
CIA
310
Cape Investment Advisory
Georgia
$161K +$161K +8,260 New
CIR
311
Clear Investment Research
Georgia
$157K +$13.8K +710 +10%
MCC
312
Money Concepts Capital
Florida
$151K +$101K +7,262 +202%
SWM
313
Spire Wealth Management
Virginia
$149K -$92.9K -4,764 -38%
FSWA
314
Financial Synergies Wealth Advisors
Texas
$146K +$936 +48 +0.6%
WP
315
WealthPLAN Partners
Nebraska
$143K +$143K +7,326 New
AAS
316
Ameritas Advisory Services
Nebraska
$136K +$136K +7,034 New
BFPW
317
BOK Financial Private Wealth
Colorado
$125K – – –
MA
318
Montag & Associates
Georgia
$124K -$20.4K -1,046 -14%
GBT
319
Grove Bank & Trust
Florida
$123K -$710K -36,434 -85%
FRA
320
Front Row Advisors
California
$104K +$13.4K +691 +15%
CFD
321
Creative Financial Designs
Indiana
$95.1K +$18.1K +930 +24%
CA
322
Clearstead Advisors
Ohio
$90.7K +$78 +4 +0.1%
DI
323
Disciplined Investments
Oklahoma
$82.8K – – –
BEI
324
Benjamin Edwards Inc
Missouri
$79K +$79K +4,068 New
BCM
325
Blume Capital Management
California
$76.6K -$1.95K -100 -2%
11 12
13
14 15