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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
Bridgewater Advisors
New York
$256K -$65.7K -3,174 -20%
AIA
302
Armor Investment Advisors
North Carolina
$256K – – –
BAMG
303
Brand Asset Management Group
Missouri
$256K +$35K +1,691 +16%
CW
304
CreativeOne Wealth
Kansas
$255K -$19.6K -949 -7%
RWA
305
Rainsberger Wealth Advisors
Colorado
$253K +$1.7K +82 +0.7%
WCM
306
Wealthcare Capital Management
Virginia
$252K +$252K +12,181 New
CPL
307
CAP Partners LLC
Tennessee
$251K +$251K +12,142 New
TI
308
Trexquant Investment
Connecticut
$251K +$251K +12,139 New
RSWM
309
Robertson Stephens Wealth Management
California
$250K +$250K +12,065 New
FPAS
310
Focus Partners Advisor Solutions
Missouri
$250K -$27K -1,305 -10%
GBT
311
Grove Bank & Trust
Florida
$250K +$190K +9,151 +316%
GRP
312
Global Retirement Partners
California
$245K +$29.8K +1,464 +14%
WT
313
Whittier Trust
California
$239K +$239K +11,567 New
SC
314
Savant Capital
Illinois
$236K +$236K +11,400 New
WA
315
Waverly Advisors
Alabama
$235K +$235K +11,352 New
SFWC
316
Strategic Family Wealth Counselors
New Jersey
$232K +$232K +11,182 New
AFP
317
Ausdal Financial Partners
Iowa
$232K +$15.6K +753 +7%
Comerica Bank
318
Comerica Bank
Texas
$231K +$183K +8,819 +381%
MIAS
319
Mason Investment Advisory Services
Virginia
$229K +$229K +11,059 New
IAN
320
Integrated Advisors Network
Texas
$227K +$704 +34 +0.3%
CWM
321
Collaborative Wealth Management
Florida
$225K +$766 +37 +0.3%
PA
322
PFG Advisors
Arizona
$224K -$4.49K -217 -2%
TC
323
TownSquare Capital
Utah
$223K +$2.88K +139 +1%
GAM
324
Garrison Asset Management
Arkansas
$223K -$2.57K -124 -1%
SA
325
Skyline Advisors
Washington
$222K +$222K +10,736 New
11 12
13
14 15