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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$11.6K – – –
EI
377
Ellevest Inc
New York
$11.5K -$11.1K -569 -49%
VNA
378
Valley National Advisers
Pennsylvania
$11K – – –
SIS
379
Strategic Investment Solutions
Illinois
$10.9K +$10.9K +557 New
MWM
380
Mascoma Wealth Management
New Hampshire
$10.8K – – –
AC
381
AlphaCore Capital
California
$10.6K – – –
WIM
382
Westside Investment Management
California
$10.1K – – –
JHCP
383
Jackson Hole Capital Partners
Oklahoma
$10.1K – – –
GWS
384
Glassman Wealth Services
Virginia
$10K +$10K +514 New
EDRH
385
Edmond de Rothschild Holding
Switzerland
$8.97K – – –
SIS
386
Sound Income Strategies
Florida
$8.72K -$176 -9 -2%
PGAM
387
Princeton Global Asset Management
New Jersey
$8.28K -$8.75K -449 -51%
LIA
388
Luken Investment Analytics
Tennessee
$7.88K – – –
LFA
389
Level Financial Advisors
New York
$7.57K -$449 -23 -6%
GEA
390
Glen Eagle Advisors
New Jersey
$7.48K +$6.39K +328 +586%
AW
391
Avion Wealth
Texas
$7K – – –
BCWM
392
Bartlett & Co Wealth Management
Ohio
$6.46K – – –
WPA
393
West Paces Advisors
Georgia
$6.34K – – –
MA
394
MCF Advisors
Kentucky
$6.2K – – –
BC
395
Bartlett & Co
Ohio
$6K – – –
BC
396
Barrett & Company
Rhode Island
$5.85K – – –
BIA
397
Bell Investment Advisors
California
$5.84K -$170K -8,711 -97%
DAM
398
Delta Asset Management
Tennessee
$5.79K -$2.38K -122 -29%
KFI
399
Key Financial Inc
Pennsylvania
$5.62K – – –
SVCP
400
Silicon Valley Capital Partners
California
$5.42K +$5.42K +278 New
14 15
16
17 18