SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
326
Roble Belko & Company
Pennsylvania
$217K -$54.3K -2,620 -20%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$215K -$11.1K -534 -5%
KAS
328
Kestra Advisory Services
Texas
$214K +$214K +10,338 New
WW
329
Waterfront Wealth
Kansas
$213K – – –
CIR
330
Clear Investment Research
Georgia
$211K +$29.4K +1,418 +16%
AFG
331
Atomi Financial Group
New York
$210K -$4.29K -207 -2%
AWA
332
Acorn Wealth Advisors
Michigan
$208K -$1.1K -53 -0.5%
WFA
333
Websterrogers Financial Advisors
South Carolina
$208K -$106K -5,125 -34%
TIM
334
Thompson Investment Management
Wisconsin
$208K +$171K +8,253 +465%
IFA
335
Interactive Financial Advisors
Illinois
$205K -$1.26M -24,980 -86%
PWM
336
Prosperity Wealth Management
California
$203K +$203K +9,800 New
SFS
337
Strategic Financial Services
New York
$203K +$203K +9,800 New
SRL
338
Scientech Research LLC
New Jersey
$203K +$203K +9,787 New
WP
339
WealthPLAN Partners
Nebraska
$201K +$201K +9,684 New
BBW
340
Blue Barn Wealth
Utah
$200K +$200K +9,661 New
IA
341
IFP Advisors
Florida
$198K +$9.26K +447 +5%
AF
342
Advisornet Financial
Minnesota
$197K +$6.59K +318 +3%
William Blair & Company
343
William Blair & Company
Illinois
$194K -$1.91K -92 -1%
CIA
344
Cape Investment Advisory
Georgia
$187K +$21.2K +1,023 +13%
BEI
345
Benjamin Edwards Inc
Missouri
$186K +$15.2K +732 +9%
FSWA
346
Financial Synergies Wealth Advisors
Texas
$144K -$1.14K -59 -0.8%
BFPW
347
BOK Financial Private Wealth
Colorado
$140K +$7.17K +346 +5%
ITIM
348
Indiana Trust & Investment Management
Indiana
$128K – – –
HWA
349
Heritage Wealth Advisors
Virginia
$99.6K +$99.6K +4,810 New
BCWM
350
Bartlett & Co Wealth Management
Ohio
$90.1K +$32.9K +1,570 +57%
12 13
14
15 16