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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
426
Hamilton Point Investment Advisors
North Carolina
$3.71K – – –
BLC
427
Brown, Lisle/Cummings
Rhode Island
$3.69K – – –
PGAM
428
Princeton Global Asset Management
New Jersey
$3.58K +$580 +29 +19%
AFWM
429
Abich Financial Wealth Management
Virginia
$3.36K -$29.1K -1,459 -90%
SIS
430
Sound Income Strategies
Florida
$3.02K – – –
TAM
431
Tucker Asset Management
Colorado
$2.78K +$2.7K +135 +3,375%
DWM
432
Dogwood Wealth Management
Kansas
$2.7K +$2.7K +135 New
FFA
433
Frazier Financial Advisors
Ohio
$2.6K – – –
AIC
434
Archer Investment Corporation
Indiana
$2.6K -$1.72K -86 -40%
CA
435
Continuum Advisory
Idaho
$2.51K +$341 +17 +16%
PCMC
436
Private Capital Management (Colorado)
Colorado
$2.4K – – –
FCAS
437
First Command Advisory Services
Texas
$2.4K -$998 -50 -29%
CSC
438
Caldwell Sutter Capital
California
$2.4K – – –
WBC
439
West Branch Capital
Massachusetts
$2.28K – – –
OP
440
ORG Partners
Indiana
$2.24K +$2.24K +113 New
EWA
441
EverSource Wealth Advisors
Alabama
$2.19K +$43 +2 +2%
WWP
442
WR Wealth Planners
Missouri
$2.18K – – –
IAIM
443
International Assets Investment Management
Florida
$2.04K +$2.04K +102 New
KWAG
444
Kiely Wealth Advisory Group
North Carolina
$1.94K – – –
CWC
445
Carolinas Wealth Consulting
North Carolina
$1.94K – – –
AWM
446
Atticus Wealth Management
Florida
$1.9K -$1.06K -53 -36%
CTC
447
Central Trust Company
Missouri
$1.88K +$1.88K +94 New
IBOK
448
Independence Bank of Kentucky
Kentucky
$1.8K -$35.8K -1,792 -95%
ACM
449
Anfield Capital Management
California
$1.7K -$2.1K -105 -55%
SFC
450
Strategic Financial Concepts
Texas
$1.56K +$1.56K +33,581 New
16 17
18
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