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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
451
Private Capital Management (Colorado)
Colorado
$4.4K +$1.62K +70 +58%
JGIA
452
Jackson Grant Investment Advisers
Connecticut
$4.31K +$4.31K +186 New
BLC
453
Brown, Lisle/Cummings
Rhode Island
$4.29K – – –
HPIA
454
Hamilton Point Investment Advisors
North Carolina
$4.26K – – –
PGAM
455
Princeton Global Asset Management
New Jersey
$3.54K -$602 -26 -15%
CPA
456
Capital Performance Advisors
California
$3.42K +$3.42K +147 New
AIC
457
Archer Investment Corporation
Indiana
$3.05K +$46 +2 +2%
FFA
458
Frazier Financial Advisors
Ohio
$3.01K – – –
PS
459
Planned Solutions
California
$2.83K +$2.83K +122 New
CSC
460
Caldwell Sutter Capital
California
$2.78K – – –
FWM
461
FSA Wealth Management
Massachusetts
$2.63K +$2.63K +113 New
OP
462
ORG Partners
Indiana
$2.62K – – –
WWP
463
WR Wealth Planners
Missouri
$2.53K – – –
CA
464
Continuum Advisory
Idaho
$2.43K -$332 -15 -12%
KSWA
465
Kathleen S. Wright Associates
Pennsylvania
$2.43K +$2.43K +105 New
EWA
466
EverSource Wealth Advisors
Alabama
$2.37K – – –
CWC
467
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
AAG
468
Armstrong Advisory Group
Massachusetts
$2.09K +$2.09K +90 New
IBOK
469
Independence Bank of Kentucky
Kentucky
$2.09K – – –
KWAG
470
Kiely Wealth Advisory Group
North Carolina
$2.01K – – –
AW
471
Avion Wealth
Texas
$2K – – –
ACM
472
Anfield Capital Management
California
$1.97K – – –
CSB
473
City State Bank
Iowa
$1.97K +$973 +42 +98%
AWM
474
Atticus Wealth Management
Florida
$1.96K -$230 -10 -11%
KHC
475
Koesten Hirschmann & Crabtree
Kansas
$1.93K +$558 +24 +41%
17 18
19
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