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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
351
LifeSteps Financial
California
$72.9K +$72.9K +3,593 New
VC
352
Vestor Capital
Illinois
$63K – – –
WOC
353
West Oak Capital
California
$62K – – –
CCA
354
Criterion Capital Advisors
Tennessee
$59.6K – – –
SA
355
SRH Advisors
Kansas
$51.5K +$162 +8 +0.3%
OIA
356
Optimum Investment Advisors
Illinois
$48.9K +$1.87K +92 +4%
CA
357
CoreCap Advisors
Michigan
$48.6K +$48.6K +2,392 New
CFO
358
CVA Family Office
Colorado
$46.5K +$122 +6 +0.3%
S
359
SignatureFD
Georgia
$45.9K +$37.2K +1,834 +431%
MA
360
Montag & Associates
Georgia
$42.7K – – –
IBOK
361
Independence Bank of Kentucky
Kentucky
$38.2K – – –
HI
362
Harbour Investments
Wisconsin
$38.2K -$28.2K -1,391 -43%
AA
363
Ancora Advisors
Ohio
$37.6K +$142 +7 +0.4%
MIA
364
MeadowBrook Investment Advisors
Michigan
$36.5K – – –
C
365
Covestor
United Kingdom
$36K +$519 +26 +1%
CHA
366
Carmichael Hill & Associates
Maryland
$35.3K – – –
GT
367
Glenmede Trust
Pennsylvania
$33.7K – – –
AFWM
368
Abich Financial Wealth Management
Virginia
$33K +$32.7K +1,608 +8,463%
Citigroup
369
Citigroup
New York
$32.6K +$31.8K +1,565 +4,013%
MFC
370
Morris Financial Concepts
South Carolina
$31.2K – – –
GJIA
371
Glass Jacobson Investment Advisors
Maryland
$30.4K – – –
UB
372
UMB Bank
Missouri
$29.7K +$6.11K +301 +26%
CA
373
Crewe Advisors
Utah
$27.2K – – –
GI
374
Gradient Investments
Minnesota
$25.9K +$25.9K +1,274 +63,700%
ADL
375
Asset Dedication LLC
California
$24K – – –
13 14
15
16 17