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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$9.58M -$17.7K -906 -0.2%
Betterment LLC
27
Betterment LLC
New York
$9.43M -$217K -11,126 -2%
UBS Group
28
UBS Group
Switzerland
$8.88M +$1.95M +100,127 +28%
FEG
29
Fund Evaluation Group
Ohio
$8.78M – – –
FCM
30
Firestone Capital Management
Florida
$8.55M +$216K +11,072 +3%
Wells Fargo
31
Wells Fargo
California
$8.47M -$174K -8,908 -2%
LPL Financial
32
LPL Financial
California
$8.2M -$142K -7,277 -2%
BSB
33
Bangor Savings Bank
Maine
$8.16M -$272K -13,941 -3%
CMP
34
Courage Miller Partners
Virginia
$7.7M +$204K +10,479 +3%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$7.15M +$635K +34,888 +10%
AWM
36
Apollon Wealth Management
South Carolina
$7.09M +$2.55M +130,787 +56%
KF
37
Krilogy Financial
Missouri
$6.28M +$306K +15,713 +5%
SFP
38
Strategic Financial Planning
Texas
$6.19M +$218K +11,155 +4%
WMR
39
Wealth Management Resources
Rhode Island
$5.92M +$111K +5,714 +2%
FNC
40
First National Corp
Massachusetts
$5.9M +$766K +39,301 +15%
VT
41
Vise Technologies
New York
$5.88M +$222K +11,391 +4%
UBS AM
42
UBS AM
Illinois
$5.87M – – –
PWMG
43
Pioneer Wealth Management Group
Texas
$5.78M +$301K +15,446 +5%
CWA
44
Cornerstone Wealth Advisors
Minnesota
$5.46M +$332K +17,032 +6%
OFG
45
Omega Financial Group
California
$5.12M -$169K -8,666 -3%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$5.08M +$160K +8,205 +3%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$4.91M -$206K -10,584 -4%
JFG
48
JMG Financial Group
Illinois
$4.9M +$17.7K +910 +0.4%
EWA
49
EP Wealth Advisors
California
$4.83M +$4.83M +74,090 New
CAN
50
Cetera Advisor Networks
California
$4.76M +$262K +13,450 +6%
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