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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$106M
2
CSIA
2
Charles Schwab Investment Advisory
California
$912M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$841M
4
BlackRock
4
BlackRock
New York
$101M
5
Charles Schwab
5
Charles Schwab
California
$450M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IBOK
426
Independence Bank of Kentucky
Kentucky
$1.6K 90 – –
RWM
427
Ruedi Wealth Management
Illinois
$1.55K 87 -3 -3%
DWMG
428
DB Wealth Management Group
California
$1.39K 78 – –
JWA
429
JFS Wealth Advisors
Pennsylvania
$1.24K 70 – –
TFG
430
Team Financial Group
California
$1.21K 68 +68 New
HCM
431
Hollencrest Capital Management
California
$1.21K 68 – –
AA
432
Atmos Advisory
Pennsylvania
$1.19K 67 -19 -22%
EW
433
Element Wealth
Mississippi
$1.1K 62 +62 New
TFA
434
Transamerica Financial Advisors
Florida
$1K 1 – –
CAL
435
Capital Analysts LLC
Pennsylvania
$1K 36 +36 New
CWP
436
Concord Wealth Partners
Virginia
$930 52 – –
MIM
437
Macroview Investment Management
Maryland
$675 38 +28 +280%
KHC
438
Koesten Hirschmann & Crabtree
Kansas
$611 34 +14 +70%
SL
439
Salomon & Ludwin
Virginia
$568 32 +32 New
HGERS
440
Householder Group Estate & Retirement Specialist
Arizona
$462 26 +26 New
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$410 23 – –
SMA
442
Sage Mountain Advisors
Georgia
$408 23 – –
BWL
443
Bogart Wealth LLC
Virginia
$391 22 -246 -92%
LC
444
Lindbrook Capital
California
$320 18 – –
RCM
445
Raleigh Capital Management
North Carolina
$307 17 – –
TAM
446
Townsend Asset Management
North Carolina
$249 14 – –
CCMI
447
Creative Capital Management Investments
California
$249 14 +14 New
MCA
448
Maryland Capital Advisors
Maryland
$213 12 – –
AA
449
Addison Advisors
Vermont
$213 12 +6 +100%
QCG
450
Quadrant Capital Group
Ohio
$213 12 +12 New
16 17
18
19 20