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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$19.1M
3
US Bancorp
US Bancorp
Minnesota
+$17.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.5M
2
Creative Planning
Creative Planning
Kansas
-$29.6M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$22.9M
4
QAM
Q3 Asset Management
Michigan
-$15.3M
5
PIS
POM Investment Strategies
North Carolina
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$275K +$15.8K +749 +6%
FVWA
302
Foster Victor Wealth Advisors
South Carolina
$274K -$9.78K -463 -3%
ACA
303
Ascension Capital Advisors
Texas
$263K – – –
SFWC
304
Strategic Family Wealth Counselors
New Jersey
$263K +$45.8K +2,173 +21%
FA
305
FF Advisors
California
$262K -$165K -7,522 -39%
PAS
306
Park Avenue Securities
New York
$262K -$68.8K -3,270 -21%
CPL
307
CAP Partners LLC
Tennessee
$260K -$4.34K -206 -2%
AFP
308
Ausdal Financial Partners
Iowa
$259K +$42.9K +2,039 +20%
RSWM
309
Robertson Stephens Wealth Management
California
$255K +$168 +8 +0.1%
BAMG
310
Brand Asset Management Group
Missouri
$251K +$6.4K +304 +3%
GBT
311
Grove Bank & Trust
Florida
$250K +$134K +6,371 +116%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$245K -$13.8K -656 -5%
PCIA
313
Prime Capital Investment Advisors
Kansas
$243K -$139K -6,611 -36%
CFP
314
Cypress Financial Planning
New Jersey
$243K +$23.5K +1,118 +11%
RWM
315
Rialto Wealth Management
New York
$242K +$242K +11,496 New
NRI
316
NFP Retirement Inc
California
$236K -$569 -27 -0.2%
MIAS
317
Mason Investment Advisory Services
Virginia
$235K – – –
AF
318
Advisornet Financial
Minnesota
$234K +$14.1K +668 +6%
FWM
319
Fortress Wealth Management
California
$234K +$4.32K +205 +2%
GCA
320
Greenwood Capital Associates
South Carolina
$232K -$60.5K -2,875 -21%
AIA
321
Armor Investment Advisors
North Carolina
$228K +$611 +29 +0.3%
SA
322
Skyline Advisors
Washington
$226K – – –
AWE
323
Avidian Wealth Enterprises
Texas
$225K -$12.3K -583 -5%
SC
324
Savant Capital
Illinois
$222K -$21.5K -1,020 -9%
IAN
325
Integrated Advisors Network
Texas
$217K +$1.85K +88 +0.9%
11 12
13
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