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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
326
Cardiff Park Advisors
California
$72.2K +$429 +22 +0.6%
AA
327
Ancora Advisors
Ohio
$66.7K +$156 +8 +0.2%
SIC
328
SJS Investment Consulting
Ohio
$66.6K -$58.2K -2,986 -47%
WOC
329
West Oak Capital
California
$65.1K +$117 +6 +0.2%
NIC
330
Northwest Investment Counselors
Oregon
$61.3K -$19.3K -989 -24%
VC
331
Vestor Capital
Illinois
$61K – – –
HNB
332
Huntington National Bank
Ohio
$60.5K -$62.8K – –
NA
333
NewEdge Advisors
Louisiana
$59.9K -$17.3K -886 -22%
CIAS
334
Capital Investment Advisory Services
North Carolina
$58.4K -$17K -872 -23%
CFO
335
CVA Family Office
Colorado
$54.5K +$59 +3 +0.1%
MFA
336
McClarren Financial Advisors
Pennsylvania
$54K +$8.69K +468 +19%
Citadel Advisors
337
Citadel Advisors
Florida
$49K -$1.89M -96,873 -97%
SA
338
SRH Advisors
Kansas
$48K +$193 +10 +0.4%
CHA
339
Carmichael Hill & Associates
Maryland
$43.3K – – –
OIA
340
Optimum Investment Advisors
Illinois
$43.2K +$1.74K +89 +4%
FFA
341
Farther Finance Advisors
California
$41.7K +$20 +1 +0%
WTC
342
WhitTier Trust Company
Nevada
$39K – – –
CCA
343
Column Capital Advisors
Indiana
$36.8K – – –
LFG
344
Larson Financial Group
Missouri
$36.2K -$33.6K -1,725 -48%
S
345
SignatureFD
Georgia
$36.1K -$51.4K -2,635 -59%
GT
346
Glenmede Trust
Pennsylvania
$35K – – –
TIM
347
Thompson Investment Management
Wisconsin
$31.2K +$31.2K +1,601 New
MFC
348
Morris Financial Concepts
South Carolina
$30.6K +$30K +1,536 +4,655%
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$30.3K – – –
C
350
Covestor
United Kingdom
$30K -$10.4K -548 -26%
12 13
14
15 16