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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
351
Bartlett & Co
Ohio
$90K +$32.9K +1,570 +57%
FRA
352
Front Row Advisors
California
$86.5K -$23.5K -1,137 -21%
CIAS
353
Capital Investment Advisory Services
North Carolina
$81.1K +$19.5K +940 +32%
BCM
354
Blume Capital Management
California
$75.2K +$2.07K +100 +3%
HI
355
Harbour Investments
Wisconsin
$67.8K -$118K -5,687 -63%
VC
356
Vestor Capital
Illinois
$64K -$1.65K -80 -3%
WOC
357
West Oak Capital
California
$63K -$5.86K -284 -9%
MFA
358
McClarren Financial Advisors
Pennsylvania
$62K +$724 +35 +1%
SWM
359
Spire Wealth Management
Virginia
$61K -$121 -6 -0.2%
NA
360
NewEdge Advisors
Louisiana
$60.9K +$23.2K +1,122 +62%
CCA
361
Criterion Capital Advisors
Tennessee
$60.8K +$60.8K +2,935 New
SA
362
SRH Advisors
Kansas
$52.4K +$373 +18 +0.7%
TRCT
363
Tower Research Capital (TRC)
New York
$51.3K -$1.59M -76,988 -97%
OIA
364
Optimum Investment Advisors
Illinois
$48K +$2.4K +116 +5%
CFO
365
CVA Family Office
Colorado
$47.4K +$47.4K +2,287 New
MA
366
Montag & Associates
Georgia
$43.5K -$87.9K -4,243 -67%
IBOK
367
Independence Bank of Kentucky
Kentucky
$39K +$37.1K +1,792 +1,991%
AA
368
Ancora Advisors
Ohio
$38.2K +$311 +15 +0.8%
MIA
369
MeadowBrook Investment Advisors
Michigan
$37.3K +$37.3K +1,800 New
C
370
Covestor
United Kingdom
$37K +$3.58K +172 +11%
CHA
371
Carmichael Hill & Associates
Maryland
$36K – – –
GT
372
Glenmede Trust
Pennsylvania
$34.3K -$2.86K -138 -8%
MFC
373
Morris Financial Concepts
South Carolina
$31.8K -$62 -3 -0.2%
AWM
374
Abound Wealth Management
Tennessee
$31.6K +$25.9K +1,250 +451%
GJIA
375
Glass Jacobson Investment Advisors
Maryland
$31K – – –
13 14
15
16 17