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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$887M
2
Charles Schwab
2
Charles Schwab
California
$464M
3
US Bancorp
3
US Bancorp
Minnesota
$461M
4
CSIA
4
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
5
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
3
Rational Advisors
New York
$38.3M
4
BSB
4
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$10.7M +$1.85M +94,761 +21%
AWM
27
Apollon Wealth Management
South Carolina
$9.37M +$2.26M +115,929 +32%
Betterment LLC
28
Betterment LLC
New York
$9.26M -$178K -9,111 -2%
FEG
29
Fund Evaluation Group
Ohio
$8.79M – – –
FCM
30
Firestone Capital Management
Florida
$8.76M +$12.7K +639 +0.1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$8.56M -$590K -31,708 -6%
Wells Fargo
32
Wells Fargo
California
$8.16M -$322K -16,492 -4%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$7.98M +$314K +16,113 +4%
LPL Financial
34
LPL Financial
California
$7.86M -$351K -17,954 -4%
CMP
35
Courage Miller Partners
Virginia
$7.84M +$122K +6,226 +2%
SFP
36
Strategic Financial Planning
Texas
$6.61M +$414K +21,178 +7%
TIM
37
Tortoise Investment Management
New York
$6.43M +$5.7M +291,737 +778%
WMR
38
Wealth Management Resources
Rhode Island
$6.22M +$291K +14,890 +5%
KF
39
Krilogy Financial
Missouri
$6.21M -$74.2K -3,801 -1%
PWMG
40
Pioneer Wealth Management Group
Texas
$6.2M +$413K +21,158 +7%
VT
41
Vise Technologies
New York
$6.03M +$142K +7,255 +2%
UBS AM
42
UBS AM
Illinois
$5.87M – – –
SFPM
43
Sensible Financial Planning & Management
Massachusetts
$5.48M +$392K +20,049 +8%
CWA
44
Cornerstone Wealth Advisors
Minnesota
$5.45M -$19K -971 -0.3%
OFG
45
Omega Financial Group
California
$5.16M +$26.2K +1,344 +0.5%
CAN
46
Cetera Advisor Networks
California
$5.14M +$370K +18,924 +8%
JTWM
47
Jackson Thornton Wealth Management
Alabama
$5.03M +$422K +21,606 +9%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$4.56M -$363K -18,570 -7%
JFG
49
JMG Financial Group
Illinois
$4.4M -$507K -25,955 -10%
GB
50
Gunma Bank
Japan
$4.32M – – –
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