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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
351
Bogart Wealth LLC
Virginia
$26.4K +$21.1K +1,082 +396%
CA
352
Crewe Advisors
Utah
$26.1K +$59 +3 +0.2%
NECFA
353
New England Capital Financial Advisors
Connecticut
$24.3K – – –
TCOV
354
Trust Company of Vermont
Vermont
$23K +$23K +1,180 New
ADL
355
Asset Dedication LLC
California
$23K – – –
PCMC
356
Private Capital Management (Colorado)
Colorado
$22.9K +$22.9K +1,172 New
SWM
357
Sugarloaf Wealth Management
Georgia
$22.7K – – –
SPIA
358
Steward Partners Investment Advisory
New York
$21.8K +$16.8K +859 +329%
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.5K +$253 +13 +1%
ASN
360
Advisory Services Network
Georgia
$20.3K -$4.54K -233 -18%
SS
361
Sunbelt Securities
Texas
$20K +$20K +1,047 New
CT
362
Cambridge Trust
Massachusetts
$19.5K – – –
NSIM
363
North Star Investment Management
Illinois
$19.4K – – –
GFPC
364
Global Financial Private Client
Florida
$18K – – –
IRC
365
Investors Research Corp
Georgia
$17.7K +$312 +16 +2%
BA
366
Bristlecone Advisors
Washington
$17.5K +$17.5K +897 New
TWA
367
TCI Wealth Advisors
Arizona
$16.9K – – –
MCM
368
MV Capital Management
Maryland
$15.8K – – –
FHA
369
First Horizon Advisors
Tennessee
$15.3K -$2.75K -141 -15%
BAM
370
Belpointe Asset Management
Nevada
$15K -$72.5K -3,718 -83%
PK
371
Pflug Koory
Nebraska
$14.3K – – –
TFGT
372
TS Financial Group (TSFG)
Illinois
$14K +$57 +3 +0.4%
FWP
373
FAS Wealth Partners
Kansas
$13.5K +$98 +5 +0.7%
SWA
374
Sutton Wealth Advisors
Florida
$13.4K +$2.36K +121 +21%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$12.6K +$12.6K +646 New
13 14
15
16 17