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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$182K +$25.9K +1,499 +17%
MFG
302
MidWestOne Financial Group
Iowa
$180K – – –
AWA
303
Acorn Wealth Advisors
Michigan
$180K +$180K +10,114 New
WW
304
Waterfront Wealth
Kansas
$174K – – –
William Blair & Company
305
William Blair & Company
Illinois
$168K +$4.53K +255 +3%
AssetMark Inc
306
AssetMark Inc
California
$167K +$109K +6,162 +190%
AF
307
Advisornet Financial
Minnesota
$163K +$1.85K +104 +1%
IA
308
IFP Advisors
Florida
$162K -$2.41K -136 -1%
HI
309
Harbour Investments
Wisconsin
$159K -$888 -50 -0.6%
CIR
310
Clear Investment Research
Georgia
$156K – – –
BEI
311
Benjamin Edwards Inc
Missouri
$146K +$74.9K +4,227 +105%
CIA
312
Cape Investment Advisory
Georgia
$142K -$3.5K -197 -2%
FSWA
313
Financial Synergies Wealth Advisors
Texas
$133K +$1.05K +59 +0.8%
BFPW
314
BOK Financial Private Wealth
Colorado
$114K – – –
MA
315
Montag & Associates
Georgia
$113K – – –
ITIM
316
Indiana Trust & Investment Management
Indiana
$110K +$110K +6,203 New
FRA
317
Front Row Advisors
California
$94.3K -$710 -40 -0.7%
BCM
318
Blume Capital Management
California
$62.7K -$6.21K -350 -9%
WOC
319
West Oak Capital
California
$59K – – –
VC
320
Vestor Capital
Illinois
$57K +$57K +3,188 New
SWM
321
Spire Wealth Management
Virginia
$54K +$195 +11 +0.4%
CIAS
322
Capital Investment Advisory Services
North Carolina
$52.8K +$89 +5 +0.2%
MFA
323
McClarren Financial Advisors
Pennsylvania
$52K +$404 +23 +0.8%
GBT
324
Grove Bank & Trust
Florida
$51.5K -$37.8K -2,128 -42%
BCWM
325
Bartlett & Co Wealth Management
Ohio
$48.5K +$1.07K +60 +2%
11 12
13
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