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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
451
Faithward Advisors
Pennsylvania
$212 – – –
GWSG
452
GPS Wealth Strategies Group
Colorado
$178 – – –
FCAS
453
First Command Advisory Services
Texas
$107 +$107 +6 New
NC
454
NewSquare Capital
Pennsylvania
$40 -$1.48K -74 -97%
OLVIG
455
Oliver Lagore Vanvalin Investment Group
Michigan
$36 +$36 +2 New
SIC
456
SJS Investment Consulting
Ohio
$18 -$40K -2,221 -100%
GCS
457
Gordian Capital (Singapore)
Singapore
$17 +$17 +1 New
SVCP
458
Silicon Valley Capital Partners
California
$15 – – –
GWSA
459
Global Wealth Strategies & Associates
Colorado
$10 – – –
CCA
460
Catalyst Capital Advisors
New York
– -$24.4M -1,251,723 Closed
PA
461
Procyon Advisors
Connecticut
– -$1.44M -73,949 Closed
AT
462
American Trust
Kentucky
– -$768K -39,336 Closed
Sumitomo Mitsui Trust Group
463
Sumitomo Mitsui Trust Group
Japan
– -$727K -37,206 Closed
BBA
464
Braun-Bostich & Associates
Pennsylvania
– -$616K -31,543 Closed
Renaissance Technologies
465
Renaissance Technologies
New York
– -$568K -29,100 Closed
FTUS
466
Flow Traders U.S.
New York
– -$497K -25,425 Closed
PFM
467
Peak Financial Management
Massachusetts
– -$448K -22,962 Closed
FNBT
468
FineMark National Bank & Trust
Florida
– -$411K -21,060 Closed
NL
469
NWAM LLC
Washington
– -$389K -19,911 Closed
GAM
470
Gould Asset Management
California
– -$319K -16,335 Closed
YIH
471
Y-Intercept (HK)
Hong Kong
– -$286K -14,637 Closed
CAM
472
Cresset Asset Management
Illinois
– -$251K -12,872 Closed
TF
473
Theory Financial
Colorado
– -$247K -12,669 Closed
KAS
474
Kestra Advisory Services
Texas
– -$240K -12,302 Closed
BB
475
Bell Bank
North Dakota
– -$224K -11,487 Closed
16 17 18
19
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