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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
301
Ausdal Financial Partners
Iowa
$253K +$26.3K +1,297 +12%
CW
302
CreativeOne Wealth
Kansas
$251K +$1.26K +62 +0.5%
NRI
303
NFP Retirement Inc
California
$250K -$13.7K -676 -5%
CA
304
Clearstead Advisors
Ohio
$249K -$20.3K -1,037 -8%
CPL
305
CAP Partners LLC
Tennessee
$246K -$913 -45 -0.4%
RSWM
306
Robertson Stephens Wealth Management
California
$245K – – –
UCFA
307
United Capital Financial Advisors
Texas
$240K -$51K -2,512 -18%
IA
308
IFP Advisors
Florida
$240K +$45.4K +2,234 +23%
Fisher Asset Management
309
Fisher Asset Management
Washington
$236K +$236K +11,644 New
WT
310
Whittier Trust
California
$235K – – –
TIM
311
Thompson Investment Management
Wisconsin
$234K +$30.6K +1,505 +15%
FWM
312
Fortress Wealth Management
California
$234K -$189K -9,314 -45%
GBT
313
Grove Bank & Trust
Florida
$234K -$11.1K -545 -5%
GRP
314
Global Retirement Partners
California
$229K -$14.6K -717 -6%
AIA
315
Armor Investment Advisors
North Carolina
$226K -$24.6K -1,214 -10%
MIAS
316
Mason Investment Advisory Services
Virginia
$224K – – –
BA
317
Bridgewater Advisors
New York
$223K -$28.4K -1,401 -11%
William Blair & Company
318
William Blair & Company
Illinois
$221K +$30.8K +1,519 +16%
SC
319
Savant Capital
Illinois
$220K -$11.6K -571 -5%
CCWA
320
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$219K +$219K +10,775 New
GAM
321
Garrison Asset Management
Arkansas
$218K -$81 -4 -0%
WIA
322
World Investment Advisors
California
$218K +$218K +10,742 New
SA
323
Skyline Advisors
Washington
$218K – – –
WCM
324
Wealthcare Capital Management
Virginia
$217K -$30K -1,479 -12%
BAMG
325
Brand Asset Management Group
Missouri
$216K -$34.6K -1,705 -14%
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