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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CTWM
401
Cherry Tree Wealth Management
Minnesota
$4.83K 272 -48 -15%
Bank of Montreal
402
Bank of Montreal
Ontario, Canada
$4.55K 235 -932 -80%
AAP
403
Arax Advisory Partners
Colorado
$4.47K 252 +188 +294%
WWM
404
Wolff Wiese Magana
California
$4.44K 250 – –
PWMG
405
Prestige Wealth Management Group
New Jersey
$4.21K 237 +2 +0.9%
HCM
406
Horrell Capital Management
Arkansas
$4K 220 – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$3.62K 204 – –
GWANC
408
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.55K 200 – –
BAM
409
Bellevue Asset Management
Washington
$3.55K 200 – –
ACA
410
Aptus Capital Advisors
Alabama
$3.55K 200 – –
SPIA
411
Steward Partners Investment Advisory
New York
$3.44K 194 – –
BLC
412
Brown, Lisle/Cummings
Rhode Island
$3.28K 185 – –
CFGS
413
Concourse Financial Group Securities
Alabama
$3.2K 180 – –
SWA
414
SOA Wealth Advisors
New York
$3.12K 176 – –
SIS
415
Sound Income Strategies
Florida
$2.68K 151 – –
FFA
416
Farther Finance Advisors
California
$2.68K 151 -91 -38%
AWM
417
Atticus Wealth Management
Florida
$2.59K 146 +2 +1%
FWM
418
Focused Wealth Management
New York
$2.31K 130 +1 +0.8%
LFA
419
Level Financial Advisors
New York
$2.14K 120 -80 -40%
CSC
420
Caldwell Sutter Capital
California
$2.13K 120 – –
EWA
421
EverSource Wealth Advisors
Alabama
$2.11K 119 +19 +19%
CSB
422
City State Bank
Iowa
$2K 86 – –
AIC
423
Archer Investment Corporation
Indiana
$1.92K 108 – –
WT
424
Washington Trust
Rhode Island
$1.92K 108 – –
YAL
425
Your Advocates Ltd
Texas
$1.78K 100 +100 New
15 16
17
18 19