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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
326
Marotta Asset Management
Virginia
$228K -$172K -7,408 -43%
GAM
327
Garrison Asset Management
Arkansas
$227K -$12.2K -527 -5%
SFS
328
Strategic Financial Services
New York
$227K +$227K +9,800 New
SWP
329
Stratos Wealth Partners
Ohio
$225K +$225K +9,696 New
GRP
330
Global Retirement Partners
California
$221K -$43.5K -1,879 -16%
TI
331
Truepoint Inc
Ohio
$221K +$221K +9,525 New
JC
332
Jentner Corp
Ohio
$220K +$220K +9,476 New
DW
333
Dodds Wealth
Colorado
$212K -$139K -6,221 -40%
UCFA
334
United Capital Financial Advisors
Texas
$211K +$211K +9,107 New
CFG
335
Citizens Financial Group
Rhode Island
$209K +$209K +9,014 New
EWA
336
EP Wealth Advisors
California
$207K +$51.5K +2,222 +33%
KAS
337
Kestra Advisory Services
Texas
$206K -$308K -13,286 -60%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$203K -$255 -11 -0.1%
SC
339
Shearwater Capital
Colorado
$202K +$202K +8,698 New
Fisher Asset Management
340
Fisher Asset Management
Washington
$201K -$55.6K -2,399 -22%
CA
341
CoreCap Advisors
Michigan
$190K +$190K +8,207 New
CIR
342
Clear Investment Research
Georgia
$188K -$15.4K -666 -8%
BFPW
343
BOK Financial Private Wealth
Colorado
$173K -$8.02K -346 -4%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$171K – – –
ITIM
345
Indiana Trust & Investment Management
Indiana
$144K – – –
ACA
346
Aptus Capital Advisors
Alabama
$143K -$7.67K -331 -5%
NP
347
NorthRock Partners
Minnesota
$134K +$62.2K +2,686 +87%
GBT
348
Grove Bank & Trust
Florida
$127K -$61.7K -2,665 -33%
SIS
349
Strategic Investment Solutions
Illinois
$109K +$97.5K +4,206 +831%
TRCT
350
Tower Research Capital (TRC)
New York
$106K +$20.3K +877 +24%
12 13
14
15 16