SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$50.4K -$60.5K – –
SA
327
SRH Advisors
Kansas
$48.5K – – –
NA
328
NewEdge Advisors
Louisiana
$44.7K -$15.3K -783 -25%
SIC
329
SJS Investment Consulting
Ohio
$43.4K -$23.3K -1,191 -35%
OIA
330
Optimum Investment Advisors
Illinois
$43.3K +$78 +4 +0.2%
CHA
331
Carmichael Hill & Associates
Maryland
$43.3K – – –
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$39.8K +$39.8K +2,037 New
WTC
333
WhitTier Trust Company
Nevada
$39K – – –
CCA
334
Column Capital Advisors
Indiana
$37.3K +$391 +20 +1%
S
335
SignatureFD
Georgia
$36K -$137 -7 -0.4%
AA
336
Ancora Advisors
Ohio
$35.6K -$31.2K -1,597 -47%
GT
337
Glenmede Trust
Pennsylvania
$35K – – –
TIM
338
Thompson Investment Management
Wisconsin
$32.5K +$1.27K +65 +4%
DI
339
Disciplined Investments
Oklahoma
$31.2K -$51.7K -2,647 -62%
MFC
340
Morris Financial Concepts
South Carolina
$30.6K – – –
AP
341
Arlington Partners
Alabama
$28.6K +$28.6K +1,463 New
C
342
Covestor
United Kingdom
$27K -$3.76K -193 -12%
LFG
343
Larson Financial Group
Missouri
$26.3K -$9.94K -509 -27%
CA
344
Crewe Advisors
Utah
$26.2K – – –
ADL
345
Asset Dedication LLC
California
$24K – – –
GWM
346
GSB Wealth Management
Connecticut
$23.7K -$148K -7,567 -86%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$22.9K -$7.6K -387 -25%
PCMC
348
Private Capital Management (Colorado)
Colorado
$22.9K – – –
SWM
349
Sugarloaf Wealth Management
Georgia
$22.7K – – –
UB
350
UMB Bank
Missouri
$22.7K -$151K -7,745 -87%
12 13
14
15 16