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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
426
GoalVest Advisory
New York
$2.63K +$2.63K +135 New
FWM
427
Focused Wealth Management
New York
$2.5K -$643 -33 -20%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$2.26K – – –
WWM
429
Wagner Wealth Management
South Carolina
$2.15K +$1.27K +65 +144%
WT
430
Washington Trust
Rhode Island
$2.11K – – –
EWM
431
Endurance Wealth Management
Rhode Island
$2K – – –
CSB
432
City State Bank
Iowa
$2K – – –
SSB
433
Sandy Spring Bank
Maryland
$1.91K -$5.07K -260 -73%
TCWA
434
Ten Capital Wealth Advisors
Washington
$1.88K – – –
CWC
435
Carolinas Wealth Consulting
North Carolina
$1.87K – – –
IBOK
436
Independence Bank of Kentucky
Kentucky
$1.76K – – –
AA
437
Atmos Advisory
Pennsylvania
$1.68K -$4.62K -237 -73%
DWMG
438
DB Wealth Management Group
California
$1.52K – – –
MRCM
439
M&R Capital Management
New Jersey
$1.48K – – –
AIP
440
Ahrens Investment Partners
Louisiana
$1.42K +$1.42K +73 New
JWA
441
JFS Wealth Advisors
Pennsylvania
$1.37K – – –
HCM
442
Hollencrest Capital Management
California
$1.33K – – –
CSWM
443
Cassady Schiller Wealth Management
Ohio
$1.29K +$19 +1 +2%
AAP
444
Arax Advisory Partners
Colorado
$1.24K -$589 -30 -32%
Commonwealth Equity Services
445
Commonwealth Equity Services
Massachusetts
$1.2K +$67 +3,417 +6%
NFSG
446
Newbridge Financial Services Group
Florida
$1.17K -$2.61K -134 -69%
TFP
447
Tilia Fiduciary Partners
North Carolina
$1.08K – – –
CWP
448
Concord Wealth Partners
Virginia
$1K -$3.35K -170 -77%
TFA
449
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
HGERS
450
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +37 New
16 17
18
19 20