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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
426
M&R Capital Management
New Jersey
$7.32K +$93 +4 +1%
BIA
427
Bell Investment Advisors
California
$7.3K -$2.25K -97 -24%
GM
428
GeoWealth Management
Illinois
$7.3K +$7.3K +315 New
ST
429
Smithfield Trust
Pennsylvania
$7K – – –
BC
430
Barrett & Company
Rhode Island
$6.95K – – –
Deutsche Bank
431
Deutsche Bank
Germany
$6.95K +$6.95K +300 New
DAM
432
Delta Asset Management
Tennessee
$6.86K – – –
KFI
433
Key Financial Inc
Pennsylvania
$6.67K – – –
PK
434
Pflug Koory
Nebraska
$6.59K +$6.59K +284 New
ACA
435
American Capital Advisory
Idaho
$6.4K +$23 +1 +0.4%
CTWM
436
Cherry Tree Wealth Management
Minnesota
$6.3K – – –
MAM
437
Marquette Asset Management
Minnesota
$6.07K +$6.07K +262 New
SRCM
438
Signature Resources Capital Management
California
$5.96K – – –
RFG
439
REAP Financial Group
Texas
$5.9K +$93 +4 +2%
WWM
440
Wolff Wiese Magana
California
$5.79K – – –
PWMG
441
Prestige Wealth Management Group
New Jersey
$5.68K +$93 +4 +2%
AT
442
Arlington Trust
Alabama
$5.61K – – –
S
443
Sachetta
Massachusetts
$5.42K – – –
CCM
444
Chilton Capital Management
Texas
$5.1K – – –
HCM
445
Horrell Capital Management
Arkansas
$5K – – –
TFGT
446
TS Financial Group (TSFG)
Illinois
$5K – – –
BBPWM
447
Blue Bell Private Wealth Management
Pennsylvania
$4.85K – – –
TAM
448
Tucker Asset Management
Colorado
$4.71K +$1.48K +64 +46%
BAM
449
Bellevue Asset Management
Washington
$4.63K – – –
T
450
Tidemark
California
$4.58K +$70 +3 +2%
16 17
18
19 20