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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
301
Robertson Stephens Wealth Management
California
$280K +$649 +28 +0.2%
LA
302
Lifeworks Advisors
Michigan
$278K +$278K +11,994 New
BAMG
303
Brand Asset Management Group
Missouri
$269K -$2.71K -117 -1%
WT
304
Whittier Trust
California
$268K – – –
SC
305
Savant Capital
Illinois
$268K +$268K +11,546 New
AWE
306
Avidian Wealth Enterprises
Texas
$261K +$26.3K +1,135 +11%
NRI
307
NFP Retirement Inc
California
$260K -$22.4K -967 -8%
MIAS
308
Mason Investment Advisory Services
Virginia
$259K +$2.46K +106 +1%
FWM
309
Fortress Wealth Management
California
$252K -$9.52K -411 -4%
AIA
310
Armor Investment Advisors
North Carolina
$250K -$6.28K -271 -2%
SA
311
Skyline Advisors
Washington
$249K – – –
RBC
312
Roble Belko & Company
Pennsylvania
$243K +$370 +16 +0.2%
AF
313
Advisornet Financial
Minnesota
$242K +$6.42K +277 +3%
WIA
314
World Investment Advisors
California
$241K -$1.39K -60 -0.6%
CFP
315
Cypress Financial Planning
New Jersey
$241K +$241K +10,412 New
SFWC
316
Strategic Family Wealth Counselors
New Jersey
$239K – – –
AFP
317
Ausdal Financial Partners
Iowa
$238K -$24.7K -1,066 -9%
AWA
318
Acorn Wealth Advisors
Michigan
$237K +$237K +10,216 New
IAN
319
Integrated Advisors Network
Texas
$236K -$3.64K -157 -2%
EGWAG
320
Elwood & Goetz Wealth Advisory Group
Georgia
$236K -$2.06K -89 -0.9%
HF
321
HRT Financial
New York
$234K +$234K +10,124 New
LAM
322
Lewis Asset Management
California
$233K +$233K +10,046 New
TWM
323
Tanglewood Wealth Management
Texas
$231K +$231K +9,984 New
HAS
324
HBW Advisory Services
California
$231K +$231K +9,969 New
BA
325
Bridgewater Advisors
New York
$228K -$14.1K -625 -6%
11 12
13
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