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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
301
Ausdal Financial Partners
Iowa
$226K -$22.9K -1,149 -9%
CIA
302
Cape Investment Advisory
Georgia
$226K +$40.8K +2,041 +22%
FWM
303
Fortress Wealth Management
California
$226K -$4.53K -227 -2%
BA
304
Bridgewater Advisors
New York
$223K -$5.9K -283 -3%
Fisher Asset Management
305
Fisher Asset Management
Washington
$221K -$11.4K -571 -5%
AIA
306
Armor Investment Advisors
North Carolina
$221K -$1.8K -90 -0.8%
MIAS
307
Mason Investment Advisory Services
Virginia
$221K – – –
SA
308
Skyline Advisors
Washington
$214K – – –
WIA
309
World Investment Advisors
California
$209K -$5.33K -267 -2%
RBC
310
Roble Belko & Company
Pennsylvania
$209K – – –
IAN
311
Integrated Advisors Network
Texas
$207K -$5.07K -254 -2%
GAM
312
Garrison Asset Management
Arkansas
$207K -$7.99K -400 -4%
SFWC
313
Strategic Family Wealth Counselors
New Jersey
$206K – – –
EGWAG
314
Elwood & Goetz Wealth Advisory Group
Georgia
$205K – – –
WCM
315
Wealthcare Capital Management
Virginia
$204K -$9.79K -490 -5%
WP
316
WealthPLAN Partners
Nebraska
$204K +$204K +10,206 New
AF
317
Advisornet Financial
Minnesota
$203K +$8.01K +401 +4%
AWE
318
Avidian Wealth Enterprises
Texas
$203K +$203K +10,145 New
KAS
319
Kestra Advisory Services
Texas
$189K +$104K +12,204 +122%
CIR
320
Clear Investment Research
Georgia
$175K – – –
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$175K +$29.7K +1,487 +20%
BEI
322
Benjamin Edwards Inc
Missouri
$174K +$21.5K +1,074 +14%
GBT
323
Grove Bank & Trust
Florida
$163K -$66.9K -3,349 -29%
BFPW
324
BOK Financial Private Wealth
Colorado
$158K – – –
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$147K +$134K +6,732 +1,042%
11 12
13
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