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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
326
Integrated Advisors Network
Texas
$215K -$6.94K -342 -3%
RBC
327
Roble Belko & Company
Pennsylvania
$213K +$122 +6 +0.1%
SFWC
328
Strategic Family Wealth Counselors
New Jersey
$209K -$17.6K -868 -8%
EGWAG
329
Elwood & Goetz Wealth Advisory Group
Georgia
$208K -$195K -9,611 -48%
AWA
330
Acorn Wealth Advisors
Michigan
$203K -$1.4K -69 -0.7%
KAS
331
Kestra Advisory Services
Texas
$202K -$7.43K -366 -4%
CWM
332
Collaborative Wealth Management
Florida
$201K -$19.1K -942 -9%
AF
333
Advisornet Financial
Minnesota
$198K +$5.03K +248 +3%
CIA
334
Cape Investment Advisory
Georgia
$188K +$5.3K +261 +3%
CIR
335
Clear Investment Research
Georgia
$178K -$28.8K -1,418 -14%
BFPW
336
BOK Financial Private Wealth
Colorado
$159K +$21.8K +1,073 +16%
BEI
337
Benjamin Edwards Inc
Missouri
$155K -$27K -1,330 -15%
EWA
338
EP Wealth Advisors
California
$146K +$146K +7,177 New
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$145K +$145K +7,273 New
FSWA
340
Financial Synergies Wealth Advisors
Texas
$142K -$9.07K -447 -6%
AC
341
AlphaCore Capital
California
$128K +$117K +5,780 +1,063%
ITIM
342
Indiana Trust & Investment Management
Indiana
$126K – – –
ACA
343
Aptus Capital Advisors
Alabama
$111K +$99.3K +4,893 +817%
FFA
344
Farther Finance Advisors
California
$101K -$250K -12,537 -71%
FRA
345
Front Row Advisors
California
$94.6K +$9.83K +484 +12%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$90.4K +$3.05K +150 +3%
SWM
347
Spire Wealth Management
Virginia
$84.2K +$22.5K +1,110 +37%
CIAS
348
Capital Investment Advisory Services
North Carolina
$79.5K +$61 +3 +0.1%
FFWM
349
Future Financial Wealth Management
Ohio
$79.2K +$79.2K +3,900 New
BCM
350
Blume Capital Management
California
$73.7K – – –
12 13
14
15 16