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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$176K -$77.1K -3,950 -30%
HI
302
Harbour Investments
Wisconsin
$176K +$10.8K +552 +7%
CIR
303
Clear Investment Research
Georgia
$172K +$14.2K +725 +9%
AWM
304
Aspire Wealth Management
Massachusetts
$171K – – –
CIA
305
Cape Investment Advisory
Georgia
$160K -$1.5K -77 -0.9%
WP
306
WealthPLAN Partners
Nebraska
$147K +$3.67K +188 +3%
FSWA
307
Financial Synergies Wealth Advisors
Texas
$145K -$937 -48 -0.6%
BFPW
308
BOK Financial Private Wealth
Colorado
$125K – – –
MA
309
Montag & Associates
Georgia
$124K – – –
SF
310
Safeguard Financial
Wisconsin
$107K +$107K +5,530 New
FRA
311
Front Row Advisors
California
$105K – – –
GBT
312
Grove Bank & Trust
Florida
$98.2K -$25.2K -1,292 -20%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$95.6K +$83K +4,248 +658%
BEI
314
Benjamin Edwards Inc
Missouri
$78K -$1.17K -60 -1%
BCM
315
Blume Capital Management
California
$75.8K -$977 -50 -1%
CPA
316
Cardiff Park Advisors
California
$72.9K +$645 +33 +0.9%
MM
317
Main Management
California
$72K +$72K +3,700 New
WOC
318
West Oak Capital
California
$65.2K – – –
AssetMark Inc
319
AssetMark Inc
California
$63.3K +$63.3K +3,241 New
SWM
320
Spire Wealth Management
Virginia
$59.2K -$89.9K -4,604 -60%
CIAS
321
Capital Investment Advisory Services
North Carolina
$58K -$508 -26 -0.9%
MFA
322
McClarren Financial Advisors
Pennsylvania
$57K +$601 +31 +1%
CFO
323
CVA Family Office
Colorado
$54.7K +$78 +4 +0.1%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$52.2K +$45.7K +2,340 +707%
BC
325
Bartlett & Co
Ohio
$52K +$45.6K +2,340 +707%
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