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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$50.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$38.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$29.9M
4
US Bancorp
US Bancorp
Minnesota
+$20.4M
5
RA
Rational Advisors
New York
+$13.9M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$108M
2
Cerity Partners
Cerity Partners
New York
-$64.4M
3
Creative Planning
Creative Planning
Kansas
-$17.8M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$15.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Sugarloaf Wealth Management
Georgia
$23.6K – – –
TF
377
Tompkins Financial
New York
$22.5K +$22.5K +1,106 New
NS
378
NBC Securities
Alabama
$21K +$98 +5 +0.5%
B
379
Birchbrook
Maine
$20.4K +$102 +5 +0.5%
CT
380
Cambridge Trust
Massachusetts
$20.3K – – –
NSIM
381
North Star Investment Management
Illinois
$20.2K – – –
GFPC
382
Global Financial Private Client
Florida
$18.6K – – –
SPIA
383
Steward Partners Investment Advisory
New York
$17.8K +$13.9K +683 +352%
IRC
384
Investors Research Corp
Georgia
$17.6K -$2.25K -111 -11%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$17.4K -$711 -35 -4%
CAL
386
Capital Analysts LLC
Pennsylvania
$17K +$16.3K +825 +2,292%
JPWM
387
Jamison Private Wealth Management
Georgia
$16.9K +$2.56K +126 +18%
MCM
388
MV Capital Management
Maryland
$16.4K – – –
MSG
389
Main Street Group
Virginia
$16.3K +$40 +2 +0.2%
SSB
390
Sandy Spring Bank
Maryland
$15.4K +$20 +1 +0.1%
JHCP
391
Jackson Hole Capital Partners
Oklahoma
$14.9K – – –
HR
392
Howe & Rusling
New York
$14.5K +$13.4K +662 +1,298%
AssetMark Inc
393
AssetMark Inc
California
$14.3K +$14.3K +702 New
SS
394
Sunbelt Securities
Texas
$13.8K +$507 +25 +4%
MA
395
MCF Advisors
Kentucky
$13.7K – – –
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$13.1K – – –
DFA
397
DHJJ Financial Advisors
Illinois
$12.4K +$61 +3 +0.5%
CPA
398
Clear Point Advisors
New York
$12.4K +$81 +4 +0.7%
GPFA
399
Game Plan Financial Advisors
Ohio
$12.3K – – –
CCM
400
Chilton Capital Management
Texas
$12.3K – – –
14 15
16
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