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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
MV Capital Management
Maryland
$18.7K – – –
ME
402
McIlrath & Eck
Washington
$18.7K +$7.35K +317 +65%
SIS
403
Sound Income Strategies
Florida
$17.6K +$14.1K +608 +403%
AssetMark Inc
404
AssetMark Inc
California
$17.3K -$20.3K -875 -54%
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$17K – – –
CFB
406
Cullen/Frost Bankers
Texas
$16.6K +$16.6K +715 New
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$15.9K +$15.9K +686 New
SS
408
Sunbelt Securities
Texas
$14.6K +$23 +1 +0.2%
DFA
409
DHJJ Financial Advisors
Illinois
$14.4K +$232 +10 +2%
AFWM
410
Abich Financial Wealth Management
Virginia
$14.2K +$10.3K +444 +264%
CPA
411
Clear Point Advisors
New York
$13.1K +$208 +9 +2%
RP
412
Rice Partnership
Hawaii
$12.1K +$12.1K +524 New
VNA
413
Valley National Advisers
Pennsylvania
$12K – – –
WWM
414
Wagner Wealth Management
South Carolina
$12K +$718 +31 +6%
OC
415
Oarsman Capital
Wisconsin
$11.1K +$11.1K +480 New
NA
416
NewEdge Advisors
Louisiana
$10.9K +$3.71K +160 +52%
1IA
417
1620 Investment Advisors
Massachusetts
$10.6K – – –
WIM
418
Westside Investment Management
California
$9.96K – – –
NIC
419
Northwest Investment Counselors
Oregon
$9.51K +$9.51K +410 New
HNB
420
Huntington National Bank
Ohio
$9.04K -$359 – –
BL
421
BFSG LLC
California
$8.59K – – –
MA
422
MCF Advisors
Kentucky
$8.25K -$7.37K -318 -47%
FFA
423
Founders Financial Alliance
North Carolina
$8.18K +$510 +22 +7%
IHWM
424
Iron Horse Wealth Management
Iowa
$8.13K – – –
SWM
425
Spire Wealth Management
Virginia
$7.59K -$4.75K -205 -38%
15 16
17
18 19