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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
451
Center for Financial Planning
Michigan
$79 – – –
SVCP
452
Silicon Valley Capital Partners
California
$16 -$4.43K -277 -100%
GWSA
453
Global Wealth Strategies & Associates
Colorado
$11 -$154 -14 -93%
FNC
454
First National Corp
Massachusetts
– -$5.9M -302,746 Closed
Two Sigma Advisers
455
Two Sigma Advisers
New York
– -$3.93M -201,700 Closed
FIM
456
Freedom Investment Management
Connecticut
– -$2.82M -144,569 Closed
Jane Street
457
Jane Street
New York
– -$2.8M -143,706 Closed
CWM
458
Curi Wealth Management
North Carolina
– -$2.03M -104,113 Closed
Susquehanna International Group
459
Susquehanna International Group
Pennsylvania
– -$1.73M -88,552 Closed
EWA
460
EP Wealth Advisors
California
– -$4.83M -74,090 Closed
BWM
461
BCS Wealth Management
Tennessee
– -$1.38M -70,900 Closed
LWMNY
462
Landmark Wealth Management (New York)
New York
– -$1.37M -70,417 Closed
PRWA
463
Platte River Wealth Advisors
Colorado
– -$966K -49,518 Closed
State Street
464
State Street
Massachusetts
– -$674K -34,561 Closed
GFP
465
Guardian Financial Partners
California
– -$557K -28,589 Closed
DIA
466
Dana Investment Advisors
Wisconsin
– -$432K -22,140 Closed
GCP
467
GSA Capital Partners
United Kingdom
– -$399K -20,470 Closed
CPW
468
Catalyst Private Wealth
California
– -$357K -18,286 Closed
LWM
469
Liberty Wealth Management
California
– -$347K -16,848 Closed
KeyBank National Association
470
KeyBank National Association
Ohio
– -$300K -15,391 Closed
PGA
471
Portland Global Advisors
Maine
– -$294K -15,078 Closed
LCWP
472
Legacy Capital Wealth Partners
Arkansas
– -$264K -13,555 Closed
Millennium Management
473
Millennium Management
New York
– -$247K -12,648 Closed
USCWA
474
U.S. Capital Wealth Advisors
Texas
– -$228K -11,706 Closed
CA
475
Cetera Advisors
Colorado
– -$215K -11,023 Closed
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