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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
376
Howe & Rusling
New York
$41.7K +$4.91K +212 +13%
MIA
377
MeadowBrook Investment Advisors
Michigan
$41.7K – – –
ADL
378
Asset Dedication LLC
California
$38.2K +$10.3K +445 +37%
MFC
379
Morris Financial Concepts
South Carolina
$35.6K – – –
GJIA
380
Glass Jacobson Investment Advisors
Maryland
$34.7K – – –
BTI
381
Blue Trust Inc
Georgia
$33.4K +$33.4K +1,674 New
JPWM
382
Jamison Private Wealth Management
Georgia
$31.9K +$2.43K +105 +8%
CA
383
Crewe Advisors
Utah
$29.7K – – –
S
384
SignatureFD
Georgia
$29.4K -$8.85K -382 -23%
SWM
385
Sugarloaf Wealth Management
Georgia
$26.9K – – –
UB
386
UMB Bank
Missouri
$26.9K – – –
TF
387
Tompkins Financial
New York
$25.6K – – –
NS
388
NBC Securities
Alabama
$25K +$299 +13 +1%
B
389
Birchbrook
Maine
$23.7K +$371 +16 +2%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$23.6K -$68 -3 -0.3%
EB
391
Eastern Bank
Massachusetts
$23.2K +$23.2K +1,000 New
NSIM
392
North Star Investment Management
Illinois
$23K – – –
C
393
Covestor
United Kingdom
$23K -$24K -1,048 -51%
AWM
394
Abound Wealth Management
Tennessee
$22.4K +$15.9K +686 +244%
GFPC
395
Global Financial Private Client
Florida
$21.5K – – –
CFO
396
CVA Family Office
Colorado
$20.5K +$116 +5 +0.6%
IRC
397
Investors Research Corp
Georgia
$20.2K +$162 +7 +0.8%
SSB
398
Sandy Spring Bank
Maryland
$19.7K +$2.18K +94 +12%
MSG
399
Main Street Group
Virginia
$19K +$46 +2 +0.2%
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$18.8K -$29.1K -1,258 -61%
14 15
16
17 18