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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
426
Barrett & Company
Rhode Island
$6.21K – – –
DAM
427
Delta Asset Management
Tennessee
$6.13K – – –
SRCM
428
Signature Resources Capital Management
California
$6.03K +$6.03K +291 New
ST
429
Smithfield Trust
Pennsylvania
$6K +$6K +312 New
KFI
430
Key Financial Inc
Pennsylvania
$5.96K – – –
PK
431
Pflug Koory
Nebraska
$5.88K -$9.32K -450 -61%
ACA
432
American Capital Advisory
Idaho
$5.69K +$5.69K +275 New
CTWM
433
Cherry Tree Wealth Management
Minnesota
$5.63K – – –
WWM
434
Wolff Wiese Magana
California
$5.18K – – –
AT
435
Arlington Trust
Alabama
$5.01K +$5.01K +242 New
TFGT
436
TS Financial Group (TSFG)
Illinois
$5K -$9.33K -485 -65%
HCM
437
Horrell Capital Management
Arkansas
$5K – – –
PWMG
438
Prestige Wealth Management Group
New Jersey
$4.97K +$62 +3 +1%
PMFA
439
Plante Moran Financial Advisors
Michigan
$4.54K +$4.54K +219 New
AWM
440
Able Wealth Management
New Jersey
$4.48K +$4.48K +216 New
AA
441
Addison Advisors
Vermont
$4.47K +$4.23K +204 +1,700%
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$4.33K +$104 +5 +2%
MSWM
443
McGlone Suttner Wealth Management
Wisconsin
$4.27K +$4.27K +206 New
BAM
444
Bellevue Asset Management
Washington
$4.14K – – –
EWA
445
EverSource Wealth Advisors
Alabama
$4.12K +$1.66K +80 +67%
SPIA
446
Steward Partners Investment Advisory
New York
$4.02K – – –
T
447
Tidemark
California
$4K +$4K +193 New
BL
448
BFSG LLC
California
$3.91K +$3.91K +189 New
BLC
449
Brown, Lisle/Cummings
Rhode Island
$3.83K – – –
HPIA
450
Hamilton Point Investment Advisors
North Carolina
$3.81K +$3.81K +184 New
16 17
18
19 20