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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
451
JFS Wealth Advisors
Pennsylvania
$1.4K – – –
AA
452
Atmos Advisory
Pennsylvania
$1.34K – – –
AAP
453
Arax Advisory Partners
Colorado
$1.31K – – –
EW
454
Element Wealth
Mississippi
$1.24K – – –
DF
455
Dunhill Financial
United Kingdom
$1.22K – – –
KHC
456
Koesten Hirschmann & Crabtree
Kansas
$1.19K – – –
RWM
457
Ruedi Wealth Management
Illinois
$1.18K – – –
TCM
458
Tradewinds Capital Management
Washington
$1.08K – – –
AW
459
Avion Wealth
Texas
$1K – – –
CSB
460
City State Bank
Iowa
$859 -$859 -43 -50%
CP
461
Camelot Portfolios
Ohio
$799 +$799 +40 New
Russell Investments Group
462
Russell Investments Group
United Kingdom
$719 +$719 +36 New
SL
463
Salomon & Ludwin
Virginia
$639 – – –
RIL
464
Rothschild Investment LLC
Illinois
$619 +$619 +31 New
CPG
465
Custom Portfolio Group
Colorado
$605 – – –
CFGS
466
Concourse Financial Group Securities
Alabama
$504 – – –
HNB
467
Huntington National Bank
Ohio
$359 -$3.51K – –
RCM
468
Raleigh Capital Management
North Carolina
$321 – – –
TAM
469
Townsend Asset Management
North Carolina
$280 – – –
MWA
470
MFA Wealth Advisors
Pennsylvania
$280 +$280 +14 New
MCA
471
Maryland Capital Advisors
Maryland
$240 – – –
GWSG
472
GPS Wealth Strategies Group
Colorado
$200 -$4.02K -201 -95%
MIM
473
Macroview Investment Management
Maryland
$200 – – –
SAM
474
Smartleaf Asset Management
Massachusetts
$158 – – –
NC
475
NewSquare Capital
Pennsylvania
$45 – – –
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19
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