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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
401
Ritter Daniher Financial Advisory
Ohio
$5.34K +$4.89K +251 +1,091%
AWM
402
Abound Wealth Management
Tennessee
$5.3K +$39 +2 +0.7%
PFG
403
Piershale Financial Group
Illinois
$5.15K – – –
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$5.11K -$156 -8 -3%
WWM
405
Wolff Wiese Magana
California
$4.88K – – –
BWM
406
BerganKDV Wealth Management
Minnesota
$4.68K -$624 -32 -12%
PWMG
407
Prestige Wealth Management Group
New Jersey
$4.55K +$20 +1 +0.4%
EWA
408
EverSource Wealth Advisors
Alabama
$4.46K +$2.51K +129 +129%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$4.29K +$4.29K +220 New
CCM
410
Chilton Capital Management
Texas
$4.29K +$4.29K +220 New
HCM
411
Horrell Capital Management
Arkansas
$4K – – –
BTI
412
Blue Trust Inc
Georgia
$4K +$4K +190 New
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$3.98K – – –
BWA
414
BDO Wealth Advisors
Florida
$3.98K – – –
ACA
415
Aptus Capital Advisors
Alabama
$3.9K -$102K -5,237 -96%
BAM
416
Bellevue Asset Management
Washington
$3.9K – – –
GWANC
417
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.9K – – –
PO
418
Private Ocean
California
$3.86K -$7.04K -361 -65%
SWA
419
SOA Wealth Advisors
New York
$3.82K – – –
BLC
420
Brown, Lisle/Cummings
Rhode Island
$3.61K – – –
CFGS
421
Concourse Financial Group Securities
Alabama
$3.51K -$3.74K -192 -52%
VFA
422
Values First Advisors
Tennessee
$3.35K +$3.35K +172 New
TRCT
423
Tower Research Capital (TRC)
New York
$3K +$3K +132 New
AWM
424
Atticus Wealth Management
Florida
$2.79K +$20 +1 +0.7%
ME
425
McIlrath & Eck
Washington
$2.77K +$273 +14 +11%
15 16
17
18 19