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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGC
451
Slocum, Gordon & Co
Rhode Island
$997 +$20 +1 +2%
TCM
452
Tradewinds Capital Management
Washington
$819 -$9.36K -480 -92%
Citigroup
453
Citigroup
New York
$663 -$449 -23 -40%
QCG
454
Quadrant Capital Group
Ohio
$624 – – –
MSFP
455
Mark Sheptoff Financial Planning
Connecticut
$585 – – –
CIA
456
Cascade Investment Advisors
Oregon
$449 +$449 +23 New
LC
457
Lindbrook Capital
California
$351 – – –
RCM
458
Raleigh Capital Management
North Carolina
$331 – – –
GWSA
459
Global Wealth Strategies & Associates
Colorado
$284 +$265 +14 +1,400%
AA
460
Addison Advisors
Vermont
$273 – – –
TAM
461
Townsend Asset Management
North Carolina
$273 +$273 +14 New
MCA
462
Maryland Capital Advisors
Maryland
$234 – – –
FA
463
Faithward Advisors
Pennsylvania
$231 – – –
MIM
464
Macroview Investment Management
Maryland
$195 – – –
GWSG
465
GPS Wealth Strategies Group
Colorado
$195 +$195 +10 New
KHC
466
Koesten Hirschmann & Crabtree
Kansas
$179 +$179 +9 New
HPC
467
HM Payson & Co
Maine
$163 – – –
HS
468
Horan Securities
United States
$98 -$314 -16 -76%
CFFP
469
Center for Financial Planning
Michigan
$78 -$11.9K -610 -99%
RWM
470
Ruedi Wealth Management
Illinois
$72 +$54 +3 +300%
FGAM
471
Financial Gravity Asset Management
Texas
$45 +$45 +20 New
NC
472
NewSquare Capital
Pennsylvania
$43 – – –
GI
473
Gradient Investments
Minnesota
$1 -$541 -28 Closed
MTC
474
Matrix Trust Company
Colorado
– -$40.3M -2,089,064 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$23.1M -1,200,000 Closed
17 18
19
20 21