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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
451
Concourse Financial Group Securities
Alabama
$3.73K – – –
SIS
452
Sound Income Strategies
Florida
$3.13K – – –
PGAM
453
Princeton Global Asset Management
New Jersey
$3.1K -$4.77K -231 -61%
AWM
454
Atticus Wealth Management
Florida
$3.05K +$21 +1 +0.7%
FWM
455
Focused Wealth Management
New York
$2.72K +$21 +1 +0.8%
FFA
456
Frazier Financial Advisors
Ohio
$2.69K +$2.69K +130 New
LFA
457
Level Financial Advisors
New York
$2.49K – – –
CSC
458
Caldwell Sutter Capital
California
$2.49K – – –
WBC
459
West Branch Capital
Massachusetts
$2.35K +$2.35K +113 New
AIC
460
Archer Investment Corporation
Indiana
$2.24K – – –
WT
461
Washington Trust
Rhode Island
$2.24K – – –
BCPWM
462
Bradley & Co Private Wealth Management
Florida
$2.2K +$2.2K +106 New
AW
463
Avion Wealth
Texas
$2K -$6.97K -331 -78%
CSB
464
City State Bank
Iowa
$2K – – –
CWC
465
Carolinas Wealth Consulting
North Carolina
$1.99K -$3.89K -188 -66%
PCMC
466
Private Capital Management (Colorado)
Colorado
$1.86K -$3.94K -190 -68%
KWAG
467
Kiely Wealth Advisory Group
North Carolina
$1.8K +$1.8K +90 New
DWMG
468
DB Wealth Management Group
California
$1.62K – – –
JWA
469
JFS Wealth Advisors
Pennsylvania
$1.45K – – –
TFG
470
Team Financial Group
California
$1.43K +$21 +1 +1%
AA
471
Atmos Advisory
Pennsylvania
$1.39K – – –
AAP
472
Arax Advisory Partners
Colorado
$1.35K -$3.89K -187 -74%
EW
473
Element Wealth
Mississippi
$1.28K – – –
RWM
474
Ruedi Wealth Management
Illinois
$1.26K -$535 -26 -30%
TCM
475
Tradewinds Capital Management
Washington
$1.08K +$1.08K +52 New
17 18
19
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