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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
351
Larson Financial Group
Missouri
$35.5K +$28.2K +1,414 +386%
CHA
352
Carmichael Hill & Associates
Maryland
$33.9K -$839 -42 -2%
S
353
SignatureFD
Georgia
$32.9K -$12.2K -611 -27%
AssetMark Inc
354
AssetMark Inc
California
$32.4K +$18.3K +918 +131%
HR
355
Howe & Rusling
New York
$31.7K +$17.5K +876 +123%
MFC
356
Morris Financial Concepts
South Carolina
$30.7K – – –
GJIA
357
Glass Jacobson Investment Advisors
Maryland
$29.9K – – –
MG
358
Mather Group
Illinois
$29.1K +$28.6K +1,407 +5,211%
CA
359
Crewe Advisors
Utah
$25.6K -$1.2K -60 -4%
JPWM
360
Jamison Private Wealth Management
Georgia
$25.4K +$8.77K +439 +53%
ADL
361
Asset Dedication LLC
California
$24.1K – – –
SWM
362
Sugarloaf Wealth Management
Georgia
$23.2K – – –
UB
363
UMB Bank
Missouri
$23.2K -$6.01K -301 -21%
CSWG
364
Cardinal Strategic Wealth Guidance
Kentucky
$22.6K +$22.6K +1,130 New
TF
365
Tompkins Financial
New York
$22.1K – – –
NS
366
NBC Securities
Alabama
$21K – – –
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$20.9K +$3.73K +187 +22%
B
368
Birchbrook
Maine
$20.1K – – –
NSIM
369
North Star Investment Management
Illinois
$19.9K – – –
GFPC
370
Global Financial Private Client
Florida
$18.6K – – –
SIS
371
Strategic Investment Solutions
Illinois
$18.6K +$18.6K +506 New
CFO
372
CVA Family Office
Colorado
$17.6K -$28.2K -1,411 -62%
IRC
373
Investors Research Corp
Georgia
$17.3K +$20 +1 +0.1%
TWP
374
Triad Wealth Partners
Kansas
$16.9K +$16.9K +845 New
MSG
375
Main Street Group
Virginia
$16.2K +$99 +5 +0.6%
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