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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$99.7K -$4.63K -200 -4%
FRA
352
Front Row Advisors
California
$96.8K -$11.2K -483 -10%
SPIA
353
Steward Partners Investment Advisory
New York
$91K +$75.8K +3,272 +500%
CIAS
354
Capital Investment Advisory Services
North Carolina
$91K +$185 +8 +0.2%
FFWM
355
Future Financial Wealth Management
Ohio
$90.4K +$90.4K +3,900 New
BCM
356
Blume Capital Management
California
$84.1K – – –
JFG
357
JDM Financial Group
Texas
$74.8K +$74.8K +3,227 New
VC
358
Vestor Capital
Illinois
$72K – – –
William Blair & Company
359
William Blair & Company
Illinois
$71.2K -$1.37K -59 -2%
CAL
360
Capital Analysts LLC
Pennsylvania
$70K +$7.73K +333 +12%
BA
361
Bristlecone Advisors
Washington
$67.3K +$67.3K +2,905 New
CHA
362
Carmichael Hill & Associates
Maryland
$63.3K +$24K +1,036 +61%
HI
363
Harbour Investments
Wisconsin
$61.2K +$14.3K +616 +30%
OIA
364
Optimum Investment Advisors
Illinois
$60K +$1.99K +86 +3%
SA
365
SRH Advisors
Kansas
$59.4K +$579 +25 +1%
CCA
366
Criterion Capital Advisors
Tennessee
$58.6K – – –
AC
367
AlphaCore Capital
California
$57.7K +$44.3K +1,912 +330%
PTC
368
Private Trust Company
Ohio
$56.5K – – –
MA
369
Montag & Associates
Georgia
$48.7K – – –
LFG
370
Larson Financial Group
Missouri
$47K +$5.75K +248 +14%
FWP
371
FAS Wealth Partners
Kansas
$45.8K +$33K +1,425 +258%
AA
372
Ancora Advisors
Ohio
$44.4K +$487 +21 +1%
GCM
373
Gables Capital Management
Florida
$44.2K +$44.2K +1,908 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$43.1K +$43.1K +1,875 New
GWM
375
GSB Wealth Management
Connecticut
$42.2K +$42.2K +1,823 New
13 14
15
16 17