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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
326
EP Wealth Advisors
California
$134K -$9.03K -452 -6%
ACA
327
Aptus Capital Advisors
Alabama
$130K +$20K +1,000 +18%
ITIM
328
Indiana Trust & Investment Management
Indiana
$124K – – –
FRA
329
Front Row Advisors
California
$94K – – –
BCWM
330
Bartlett & Co Wealth Management
Ohio
$90.7K +$1.01K +50 +1%
AC
331
Arjuna Capital
North Carolina
$87.2K +$87.2K +4,368 New
FFA
332
Farther Finance Advisors
California
$80.6K -$19.8K -1,003 -20%
CIAS
333
Capital Investment Advisory Services
North Carolina
$78.3K +$40 +2 +0.1%
TRCT
334
Tower Research Capital (TRC)
New York
$73.8K -$569K -28,513 -89%
BCM
335
Blume Capital Management
California
$72.5K – – –
William Blair & Company
336
William Blair & Company
Illinois
$62.6K -$155K -7,738 -71%
NP
337
NorthRock Partners
Minnesota
$62K +$61.5K +3,049 +11,293%
VC
338
Vestor Capital
Illinois
$62K – – –
CCA
339
Criterion Capital Advisors
Tennessee
$58.6K – – –
WOC
340
West Oak Capital
California
$57.4K -$3.6K -180 -6%
CAL
341
Capital Analysts LLC
Pennsylvania
$54K +$36.7K +1,820 +211%
SA
342
SRH Advisors
Kansas
$50.7K – – –
OIA
343
Optimum Investment Advisors
Illinois
$50K +$1.88K +94 +4%
PTC
344
Private Trust Company
Ohio
$48.7K +$48.7K +2,437 New
MA
345
Montag & Associates
Georgia
$42.4K – – –
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$41.3K +$41.3K +2,068 New
C
347
Covestor
United Kingdom
$41K +$4.94K +247 +14%
HI
348
Harbour Investments
Wisconsin
$40.4K +$2.88K +144 +8%
AA
349
Ancora Advisors
Ohio
$37.8K +$799 +40 +2%
MIA
350
MeadowBrook Investment Advisors
Michigan
$35.9K – – –
12 13
14
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