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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
451
Jackson Grant Investment Advisers
Connecticut
$3.96K +$42 +2 +1%
BLC
452
Brown, Lisle/Cummings
Rhode Island
$3.9K – – –
HPIA
453
Hamilton Point Investment Advisors
North Carolina
$3.88K – – –
SIC
454
Salem Investment Counselors
North Carolina
$3.58K +$3.58K +170 New
PGAM
455
Princeton Global Asset Management
New Jersey
$3.25K +$21 +1 +0.7%
Simplex Trading
456
Simplex Trading
Illinois
$3K +$3K +156 New
BTI
457
Blue Trust Inc
Georgia
$2.95K -$32.3K -1,534 -92%
AIC
458
Archer Investment Corporation
Indiana
$2.8K +$21 +1 +0.8%
CAS
459
Coppell Advisory Solutions
Texas
$2.73K +$2.38K +114 +671%
FFA
460
Frazier Financial Advisors
Ohio
$2.71K – – –
CSC
461
Caldwell Sutter Capital
California
$2.53K – – –
FWM
462
FSA Wealth Management
Massachusetts
$2.4K +$21 +1 +0.9%
OP
463
ORG Partners
Indiana
$2.38K – – –
CA
464
Continuum Advisory
Idaho
$2.33K +$21 +1 +0.9%
WWP
465
WR Wealth Planners
Missouri
$2.3K – – –
KHC
466
Koesten Hirschmann & Crabtree
Kansas
$2.27K +$525 +25 +30%
KSWA
467
Kathleen S. Wright Associates
Pennsylvania
$2.21K – – –
EWA
468
EverSource Wealth Advisors
Alabama
$2.15K – – –
GWANC
469
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.13K +$2.13K +101 New
PCMC
470
Private Capital Management (Colorado)
Colorado
$2.11K -$1.9K -90 -47%
HI
471
Hoey Investments
Pennsylvania
$2.11K +$2.11K +100 New
CWC
472
Carolinas Wealth Consulting
North Carolina
$2.02K – – –
SIP
473
Sellwood Investment Partners
Oregon
$2.02K +$2.02K +96 New
KWAG
474
Kiely Wealth Advisory Group
North Carolina
$1.93K – – –
AAG
475
Armstrong Advisory Group
Massachusetts
$1.9K – – –
17 18
19
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