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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
376
MV Capital Management
Maryland
$16.1K – – –
IC
377
Innealta Capital
Texas
$16K +$16K +800 New
SSB
378
Sandy Spring Bank
Maryland
$15.1K – – –
JHCP
379
Jackson Hole Capital Partners
Oklahoma
$14.6K – – –
VCM
380
Versant Capital Management
Arizona
$14.5K +$14.5K +726 New
MA
381
MCF Advisors
Kentucky
$13.5K – – –
PO
382
Private Ocean
California
$13.3K +$1.16K +58 +10%
SPIA
383
Steward Partners Investment Advisory
New York
$13.1K -$4.43K -222 -25%
FGAM
384
Financial Gravity Asset Management
Texas
$12.9K -$127 -6 Closed
ATPW
385
Ashton Thomas Private Wealth
Arizona
$12.8K +$12.8K +640 New
SS
386
Sunbelt Securities
Texas
$12.6K -$999 -50 -7%
DFA
387
DHJJ Financial Advisors
Illinois
$12.2K – – –
GPFA
388
Game Plan Financial Advisors
Ohio
$12.1K – – –
AC
389
AlphaCore Capital
California
$11.7K -$116K -5,744 -91%
CPA
390
Clear Point Advisors
New York
$11.1K -$1.06K -53 -9%
FWP
391
FAS Wealth Partners
Kansas
$11.1K – – –
SWM
392
Spire Wealth Management
Virginia
$10.6K -$72.2K -3,614 -87%
VNA
393
Valley National Advisers
Pennsylvania
$10K – – –
ME
394
McIlrath & Eck
Washington
$9.77K – – –
WWM
395
Wagner Wealth Management
South Carolina
$9.73K +$1.24K +62 +15%
BF
396
BOK Financial
Oklahoma
$9.71K – – –
CAS
397
Coppell Advisory Solutions
Texas
$9.19K +$9.19K +460 New
1IA
398
1620 Investment Advisors
Massachusetts
$9.11K +$9.11K +456 New
WIM
399
Westside Investment Management
California
$8.59K – – –
GI
400
Gradient Investments
Minnesota
$8.46K -$17K -852 -67%
14 15
16
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