SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$50.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$38.7M
3
CSIA
Charles Schwab Investment Advisory
California
+$29.9M
4
US Bancorp
US Bancorp
Minnesota
+$20.4M
5
RA
Rational Advisors
New York
+$13.9M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$108M
2
Cerity Partners
Cerity Partners
New York
-$64.4M
3
Creative Planning
Creative Planning
Kansas
-$17.8M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$15.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
401
Private Ocean
California
$12.3K -$1.1K -54 -8%
IPW
402
Impact Partnership Wealth
Georgia
$11.6K – – –
FWP
403
FAS Wealth Partners
Kansas
$11.2K +$427 +21 +4%
PMFA
404
Plante Moran Financial Advisors
Michigan
$11.2K +$6.74K +332 +152%
VNA
405
Valley National Advisers
Pennsylvania
$11K – – –
ME
406
McIlrath & Eck
Washington
$9.93K +$41 +2 +0.4%
BF
407
BOK Financial
Oklahoma
$9.71K -$9.99K -500 -51%
LTI
408
Laffer Tengler Investments
Tennessee
$9.07K +$9.07K +447 New
WIM
409
Westside Investment Management
California
$8.73K -$1.83K -90 -17%
S
410
Sachetta
Massachusetts
$8.7K – – –
WWM
411
Wagner Wealth Management
South Carolina
$8.64K +$1.87K +92 +28%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$8.26K +$8.26K +407 New
FWM
413
FSA Wealth Management
Massachusetts
$8.1K -$6.37K -314 -44%
LFG
414
Larson Financial Group
Missouri
$7.43K -$22.7K -1,117 -75%
Simplex Trading
415
Simplex Trading
Illinois
$7K +$7K +387 New
KA
416
Kozak & Associates
Colorado
$6.89K +$6.89K +344 New
FFA
417
Founders Financial Alliance
North Carolina
$6.72K – – –
CSWM
418
Cassady Schiller Wealth Management
Ohio
$6.68K +$6.68K +329 New
BIA
419
Bell Investment Advisors
California
$6.3K +$41 +2 +0.6%
ACA
420
American Capital Advisory
Idaho
$6.1K +$740 +38 +14%
BC
421
Barrett & Company
Rhode Island
$6.09K – – –
DAM
422
Delta Asset Management
Tennessee
$6.01K – – –
ST
423
Smithfield Trust
Pennsylvania
$6K – – –
MRCM
424
M&R Capital Management
New Jersey
$5.93K -$3.25K -160 -35%
KFI
425
Key Financial Inc
Pennsylvania
$5.85K – – –
15 16
17
18 19