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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
376
Larson Financial Group
Missouri
$30.7K +$14K +678 +84%
CA
377
Crewe Advisors
Utah
$27.8K – – –
ADL
378
Asset Dedication LLC
California
$25K -$1.68K -81 -6%
SWM
379
Sugarloaf Wealth Management
Georgia
$24.1K – – –
UB
380
UMB Bank
Missouri
$24K – – –
NS
381
NBC Securities
Alabama
$22K +$185 +9 +0.8%
CT
382
Cambridge Trust
Massachusetts
$20.7K – – –
B
383
Birchbrook
Maine
$20.7K +$20.7K +1,000 New
NSIM
384
North Star Investment Management
Illinois
$20.6K – – –
BF
385
BOK Financial
Oklahoma
$20.4K – – –
ASN
386
Advisory Services Network
Georgia
$20.3K +$20.3K +980 New
IRC
387
Investors Research Corp
Georgia
$20.2K +$497 +24 +3%
GFPC
388
Global Financial Private Client
Florida
$19.3K – – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$18.5K – – –
RFG
390
REAP Financial Group
Texas
$17.9K +$17.9K +867 New
SA
391
Scarborough Advisors
Maryland
$17.3K +$17.3K +834 New
MSG
392
Main Street Group
Virginia
$16.8K +$16.8K +811 New
MCM
393
MV Capital Management
Maryland
$16.7K – – –
LPP
394
Life Planning Partners
Florida
$16.3K +$16.3K +788 New
FFO
395
Fortitude Family Office
Arizona
$16.3K +$16.3K +785 New
SSB
396
Sandy Spring Bank
Maryland
$15.7K -$1.51K -73 -9%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$15.2K – – –
FWM
398
FSA Wealth Management
Massachusetts
$15K +$15K +713 New
JPWM
399
Jamison Private Wealth Management
Georgia
$14.6K +$3.83K +185 +36%
MA
400
MCF Advisors
Kentucky
$14K – – –
14 15
16
17 18