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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
AlphaCore Capital
California
$17.7K +$7.72K +435 +78%
NSIM
352
North Star Investment Management
Illinois
$17.6K – – –
BF
353
BOK Financial
Oklahoma
$17K +$17K +986 New
IRC
354
Investors Research Corp
Georgia
$16.9K +$746 +42 +5%
GFPC
355
Global Financial Private Client
Florida
$16.2K – – –
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$15.9K +$10.7K +600 +204%
HR
357
Howe & Rusling
New York
$14.8K +$14.8K +832 New
SSB
358
Sandy Spring Bank
Maryland
$14.7K +$2.45K +138 +20%
MCM
359
MV Capital Management
Maryland
$14.3K – – –
LFG
360
Larson Financial Group
Missouri
$14.3K -$9.62K -542 -40%
AFS
361
Annapolis Financial Services
Maryland
$14.2K +$14.2K +800 New
SSWM
362
Sheets Smith Wealth Management
North Carolina
$14.2K +$14.2K +800 New
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$13.2K -$73.7K -4,152 -85%
PO
364
Private Ocean
California
$13.1K -$3.71K -209 -22%
PK
365
Pflug Koory
Nebraska
$13K – – –
JHCP
366
Jackson Hole Capital Partners
Oklahoma
$13K – – –
TFGT
367
TS Financial Group (TSFG)
Illinois
$13K +$70 +4 +0.5%
Simplex Trading
368
Simplex Trading
Illinois
$13K +$289 +17 +2%
IPW
369
Impact Partnership Wealth
Georgia
$12.7K -$3.02K -170 -19%
GI
370
Gradient Investments
Minnesota
$12.7K +$11.1K +623 +692%
MA
371
MCF Advisors
Kentucky
$12K +$6.32K +356 +112%
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$11.8K +$1.19K +67 +11%
CCM
373
Chilton Capital Management
Texas
$10.8K +$6.87K +387 +176%
DFA
374
DHJJ Financial Advisors
Illinois
$10.7K +$10.7K +602 New
VNA
375
Valley National Advisers
Pennsylvania
$10K – – –
13 14
15
16 17