SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
426
Promus Capital
Illinois
$6.87K +$6.87K +326 New
NA
427
NewEdge Advisors
Louisiana
$6.74K -$3.14K -149 -32%
BIA
428
Bell Investment Advisors
California
$6.71K +$63 +3 +1%
GM
429
GeoWealth Management
Illinois
$6.7K +$63 +3 +1%
BC
430
Barrett & Company
Rhode Island
$6.32K – – –
HPC
431
HM Payson & Co
Maine
$6.32K +$6.32K +300 New
BBPWM
432
Blue Bell Private Wealth Management
Pennsylvania
$6.3K +$1.9K +90 +43%
DAM
433
Delta Asset Management
Tennessee
$6.23K – – –
FFA
434
Founders Financial Alliance
North Carolina
$6.11K -$1.33K -63 -18%
AWM
435
Abound Wealth Management
Tennessee
$6.09K -$14.3K -678 -70%
KFI
436
Key Financial Inc
Pennsylvania
$6.07K – – –
ACA
437
American Capital Advisory
Idaho
$5.88K +$63 +3 +1%
RFG
438
REAP Financial Group
Texas
$5.43K +$63 +3 +1%
SRCM
439
Signature Resources Capital Management
California
$5.41K – – –
WWM
440
Wolff Wiese Magana
California
$5.27K – – –
PWMG
441
Prestige Wealth Management Group
New Jersey
$5.22K +$63 +3 +1%
AT
442
Arlington Trust
Alabama
$5.1K – – –
HCM
443
Horrell Capital Management
Arkansas
$5K – – –
TFGT
444
TS Financial Group (TSFG)
Illinois
$5K – – –
S
445
Sachetta
Massachusetts
$4.93K – – –
PK
446
Pflug Koory
Nebraska
$4.72K -$1.26K -60 -21%
CCM
447
Chilton Capital Management
Texas
$4.63K – – –
SS
448
Sunbelt Securities
Texas
$4.21K -$8.95K -430 -68%
T
449
Tidemark
California
$4.2K +$63 +3 +2%
BTD
450
BankPlus Trust Department
Mississippi
$4.04K +$4.04K +192 New
16 17
18
19 20