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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Mascoma Wealth Management
New Hampshire
$9.85K – – –
Qube Research & Technologies (QRT)
377
Qube Research & Technologies (QRT)
United Kingdom
$9.64K +$9.64K +543 New
WB
378
Webster Bank
Connecticut
$9.53K +$9.53K +537 New
JPWM
379
Jamison Private Wealth Management
Georgia
$9.26K +$9.26K +521 New
WIM
380
Westside Investment Management
California
$9.23K – – –
HL
381
HeadInvest LLC
Maine
$8.76K +$8.76K +503 New
SWA
382
Sutton Wealth Advisors
Florida
$7.22K -$5.68K -320 -44%
ME
383
McIlrath & Eck
Washington
$7.21K +$1.17K +66 +19%
LIA
384
Luken Investment Analytics
Tennessee
$7.17K – – –
MRCM
385
M&R Capital Management
New Jersey
$7.14K +$604 +34 +9%
AW
386
Avion Wealth
Texas
$7K +$329 +20 +5%
CG
387
Cutler Group
California
$7K +$7K +400 New
FFA
388
Founders Financial Alliance
North Carolina
$6.99K – – –
GEA
389
Glen Eagle Advisors
New Jersey
$6.93K +$36 +2 +0.5%
PGAM
390
Princeton Global Asset Management
New Jersey
$6.77K -$853 -48 -11%
FHA
391
First Horizon Advisors
Tennessee
$5.72K +$5.72K +322 New
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.56K +$2.59K +146 +87%
BIA
393
Bell Investment Advisors
California
$5.41K +$36 +2 +0.7%
BC
394
Barrett & Company
Rhode Island
$5.33K – – –
DAM
395
Delta Asset Management
Tennessee
$5.25K – – –
WWM
396
Wagner Wealth Management
South Carolina
$5.21K +$2.24K +126 +75%
KFI
397
Key Financial Inc
Pennsylvania
$5.11K – – –
PCMC
398
Private Capital Management (Colorado)
Colorado
$4.97K -$15.8K -892 -76%
AWM
399
Abound Wealth Management
Tennessee
$4.91K +$35 +2 +0.7%
CWC
400
Carolinas Wealth Consulting
North Carolina
$4.89K +$3.24K +188 +196%
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16
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