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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
351
Sunbelt Securities
Texas
$21.5K +$1.06K +54 +5%
CT
352
Cambridge Trust
Massachusetts
$19.5K – – –
NSIM
353
North Star Investment Management
Illinois
$19.4K – – –
PO
354
Private Ocean
California
$18.5K +$14.6K +748 +378%
FWP
355
FAS Wealth Partners
Kansas
$18.5K +$4.9K +251 +36%
GFPC
356
Global Financial Private Client
Florida
$18.3K – – –
IRC
357
Investors Research Corp
Georgia
$17.8K – – –
IPW
358
Impact Partnership Wealth
Georgia
$17.2K +$17.2K +883 New
MCM
359
MV Capital Management
Maryland
$15.8K – – –
PK
360
Pflug Koory
Nebraska
$14.3K – – –
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$14.3K +$4.16K +213 +41%
SWA
362
Sutton Wealth Advisors
Florida
$14.2K +$820 +42 +6%
TFGT
363
TS Financial Group (TSFG)
Illinois
$14K +$76 +4 +0.5%
Simplex Trading
364
Simplex Trading
Illinois
$14K +$14K +748 New
SSB
365
Sandy Spring Bank
Maryland
$13.5K +$11.6K +593 +605%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$11.6K – – –
VNA
367
Valley National Advisers
Pennsylvania
$11K – – –
AC
368
AlphaCore Capital
California
$10.9K +$312 +16 +3%
MWM
369
Mascoma Wealth Management
New Hampshire
$10.8K – – –
BAAM
370
Baker Avenue Asset Management
California
$10.4K +$10.4K +532 New
WIM
371
Westside Investment Management
California
$10.2K – – –
SIS
372
Strategic Investment Solutions
Illinois
$9.54K -$900 -48 -9%
PGAM
373
Princeton Global Asset Management
New Jersey
$8.38K +$78 +4 +0.9%
LIA
374
Luken Investment Analytics
Tennessee
$7.89K – – –
FFA
375
Founders Financial Alliance
North Carolina
$7.7K +$7.7K +394 New
13 14
15
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