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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
401
Private Ocean
California
$13.7K -$1.58K -76 -10%
SS
402
Sunbelt Securities
Texas
$13.6K -$11.8K -571 -47%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$13.4K -$1.99K -96 -13%
DFA
404
DHJJ Financial Advisors
Illinois
$12.6K +$145 +7 +1%
GPFA
405
Game Plan Financial Advisors
Ohio
$12.6K +$12.6K +608 New
CCM
406
Chilton Capital Management
Texas
$12.6K – – –
CPA
407
Clear Point Advisors
New York
$12.6K +$12.6K +606 New
ACA
408
Aptus Capital Advisors
Alabama
$12.4K +$8.26K +399 +200%
IPW
409
Impact Partnership Wealth
Georgia
$11.8K -$2.92K -141 -20%
MWM
410
Mascoma Wealth Management
New Hampshire
$11.5K – – –
GWANC
411
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4K +$7.27K +351 +176%
AC
412
AlphaCore Capital
California
$11.3K -$9.34K -451 -45%
Qube Research & Technologies (QRT)
413
Qube Research & Technologies (QRT)
United Kingdom
$11.2K – – –
FWP
414
FAS Wealth Partners
Kansas
$11K -$11K -529 -50%
VNA
415
Valley National Advisers
Pennsylvania
$11K -$81 -4 -0.7%
WIM
416
Westside Investment Management
California
$10.8K – – –
SIS
417
Strategic Investment Solutions
Illinois
$10.7K -$682K -32,939 -98%
ME
418
McIlrath & Eck
Washington
$10.1K +$1.68K +81 +20%
MRCM
419
M&R Capital Management
New Jersey
$9.36K +$1.04K +50 +12%
S
420
SignatureFD
Georgia
$8.82K -$28.9K -1,397 -77%
S
421
Sachetta
Massachusetts
$8.7K +$8.7K +420 New
GEA
422
Glen Eagle Advisors
New Jersey
$8.18K +$104 +5 +1%
WWM
423
Wagner Wealth Management
South Carolina
$6.91K +$830 +40 +14%
FFA
424
Founders Financial Alliance
North Carolina
$6.86K -$1.31K -63 -16%
BIA
425
Bell Investment Advisors
California
$6.39K +$62 +3 +1%
15 16
17
18 19