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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
401
Jackson Hole Capital Partners
Oklahoma
$15.4K – – –
CFB
402
Cullen/Frost Bankers
Texas
$15.2K +$169 +8 +1%
SWM
403
Spire Wealth Management
Virginia
$14.9K +$7.99K +379 +116%
SIS
404
Strategic Investment Solutions
Illinois
$13.9K -$85.3K -4,051 -86%
DFA
405
DHJJ Financial Advisors
Illinois
$13.2K +$147 +7 +1%
WWM
406
Wagner Wealth Management
South Carolina
$12.9K +$2.02K +96 +19%
OC
407
Oarsman Capital
Wisconsin
$12.6K +$2.51K +119 +25%
HR
408
Howe & Rusling
New York
$11.3K -$26.6K -1,264 -70%
CTWM
409
Cherry Tree Wealth Management
Minnesota
$10.6K +$4.84K +230 +85%
WAG
410
Windsor Advisory Group
Ohio
$10.4K +$10.4K +493 New
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K +$10.1K +480 New
1IA
412
1620 Investment Advisors
Massachusetts
$9.6K – – –
BBHC
413
Brown Brothers Harriman & Co
New York
$9.31K +$9.31K +442 New
MA
414
Montag & Associates
Georgia
$9.25K -$35K -1,663 -79%
WIM
415
Westside Investment Management
California
$9.06K – – –
NG
416
NWK Group
California
$9.01K +$9.01K +428 New
VNA
417
Valley National Advisers
Pennsylvania
$9K -$1.82K -92 -17%
BAM
418
Bellevue Asset Management
Washington
$8.85K +$4.63K +220 +110%
OPTFSNA
419
Old Point Trust & Financial Services N A
Virginia
$8.68K +$8.68K +412 New
MSG
420
Main Street Group
Virginia
$8K -$9.27K -440 -54%
BL
421
BFSG LLC
California
$7.81K – – –
PFA
422
Pillar Financial Advisors
Kentucky
$7.69K +$7.69K +365 New
IHWM
423
Iron Horse Wealth Management
Iowa
$7.39K – – –
Russell Investments Group
424
Russell Investments Group
United Kingdom
$7.22K +$6.55K +311 +972%
ST
425
Smithfield Trust
Pennsylvania
$7K – – –
15 16
17
18 19