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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
426
DB Wealth Management Group
California
$1.52K – – –
NC
427
NewSquare Capital
Pennsylvania
$1.49K +$1.45K +74 +3,700%
CT
428
Colonial Trust
South Carolina
$1.44K +$1.44K +77 New
JWA
429
JFS Wealth Advisors
Pennsylvania
$1.37K – – –
HCM
430
Hollencrest Capital Management
California
$1.33K – – –
CSWM
431
Cassady Schiller Wealth Management
Ohio
$1.3K +$19 +1 +2%
AAP
432
Arax Advisory Partners
Colorado
$1.25K +$20 +1 +2%
TFP
433
Tilia Fiduciary Partners
North Carolina
$1.09K +$19 +1 +2%
CWP
434
Concord Wealth Partners
Virginia
$1.02K +$20 +1 +2%
TFA
435
Transamerica Financial Advisors
Florida
$1K – – –
MSFP
436
Mark Sheptoff Financial Planning
Connecticut
$586 – – –
SMA
437
Sage Mountain Advisors
Georgia
$449 +$449 +23 New
RDFA
438
Ritter Daniher Financial Advisory
Ohio
$448 -$4.89K -251 -92%
SFC
439
SYM Financial Corp
Indiana
$430 +$430 +22 New
KHC
440
Koesten Hirschmann & Crabtree
Kansas
$397 +$218 +11 +122%
LC
441
Lindbrook Capital
California
$352 – – –
RCM
442
Raleigh Capital Management
North Carolina
$335 – – –
TAM
443
Townsend Asset Management
North Carolina
$273 – – –
MCA
444
Maryland Capital Advisors
Maryland
$235 – – –
FA
445
Faithward Advisors
Pennsylvania
$234 – – –
MIM
446
Macroview Investment Management
Maryland
$196 – – –
GWSG
447
GPS Wealth Strategies Group
Colorado
$195 – – –
HPC
448
HM Payson & Co
Maine
$164 – – –
AA
449
Addison Advisors
Vermont
$118 -$157 -8 -57%
HS
450
Horan Securities
United States
$98 – – –
16 17
18
19 20