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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
401
Bellevue Asset Management
Washington
$3.91K – – –
GWANC
402
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.91K – – –
SPIA
403
Steward Partners Investment Advisory
New York
$3.79K -$18.1K -926 -83%
BLC
404
Brown, Lisle/Cummings
Rhode Island
$3.61K – – –
CFGS
405
Concourse Financial Group Securities
Alabama
$3.52K – – –
SWA
406
SOA Wealth Advisors
New York
$3.44K -$391 -20 -10%
WWM
407
Wagner Wealth Management
South Carolina
$3.27K +$1.12K +57 +52%
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.26K -$17.2K -884 -84%
SIS
409
Sound Income Strategies
Florida
$2.95K -$5.78K -296 -66%
PIAS
410
PCA Investment Advisory Services
Ohio
$2.89K +$2.89K +147 New
AWM
411
Atticus Wealth Management
Florida
$2.82K +$20 +1 +0.7%
BWM
412
BerganKDV Wealth Management
Minnesota
$2.7K -$1.99K -102 -43%
FWM
413
Focused Wealth Management
New York
$2.52K +$20 +1 +0.8%
CSC
414
Caldwell Sutter Capital
California
$2.34K +$2.34K +120 New
WT
415
Washington Trust
Rhode Island
$2.11K – – –
AIC
416
Archer Investment Corporation
Indiana
$2.11K +$2.11K +108 New
EWM
417
Endurance Wealth Management
Rhode Island
$2K – – –
CSB
418
City State Bank
Iowa
$2K – – –
EWA
419
EverSource Wealth Advisors
Alabama
$1.95K -$2.52K -129 -56%
EWP
420
Elevation Wealth Partners
California
$1.9K +$1.9K +97 New
CWC
421
Carolinas Wealth Consulting
North Carolina
$1.88K – – –
RWM
422
Ruedi Wealth Management
Illinois
$1.77K +$1.69K +86 +2,150%
IBOK
423
Independence Bank of Kentucky
Kentucky
$1.76K – – –
GI
424
Gradient Investments
Minnesota
$1.76K +$1.76K +90 New
AA
425
Atmos Advisory
Pennsylvania
$1.68K – – –
15 16
17
18 19