SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
+$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$19.1M
3
US Bancorp
US Bancorp
Minnesota
+$17.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$17.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.5M
2
Creative Planning
Creative Planning
Kansas
-$29.6M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$22.9M
4
QAM
Q3 Asset Management
Michigan
-$15.3M
5
PIS
POM Investment Strategies
North Carolina
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
326
Galvin Gaustad & Stein
Arizona
$210K -$261K -12,382 -55%
BJL
327
Brighton Jones LLC
Washington
$208K +$208K +9,869 New
SFS
328
Strategic Financial Services
New York
$206K – – –
LAM
329
Lewis Asset Management
California
$205K -$6.28K -298 -3%
ACA
330
Aptus Capital Advisors
Alabama
$202K +$72.6K +3,446 +56%
TWM
331
Tanglewood Wealth Management
Texas
$202K -$8.17K -388 -4%
DW
332
Dodds Wealth
Colorado
$201K +$169 +8 +0.1%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$189K +$33.5K +1,589 +22%
EWA
334
EP Wealth Advisors
California
$187K -$1.03K -49 -0.5%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$178K -$3.33K -161 -2%
LFG
336
Larson Financial Group
Missouri
$175K +$132K +6,289 +310%
CIR
337
Clear Investment Research
Georgia
$171K – – –
BFPW
338
BOK Financial Private Wealth
Colorado
$157K – – –
WT
339
Whittier Trust
California
$150K -$93.1K -4,423 -38%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$147K +$56.7K +2,694 +63%
PIS
341
POM Investment Strategies
North Carolina
$134K -$10.1M -477,886 -99%
ITIM
342
Indiana Trust & Investment Management
Indiana
$131K – – –
GRP
343
Global Retirement Partners
California
$125K -$75.4K -3,579 -38%
NP
344
NorthRock Partners
Minnesota
$125K +$3.54K +168 +3%
TRCT
345
Tower Research Capital (TRC)
New York
$118K +$21.6K +1,026 +22%
AWM
346
AE Wealth Management
Kansas
$98.6K +$98.6K +4,680 New
FRA
347
Front Row Advisors
California
$88K +$21 +1 +0%
FLP
348
Financial Life Planners
Arizona
$86.5K +$86.5K +4,109 New
FFWM
349
Future Financial Wealth Management
Ohio
$82.1K – – –
CIAS
350
Capital Investment Advisory Services
North Carolina
$81.4K -$1.26K -60 -2%
12 13
14
15 16