SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
26
Tortoise Investment Management
New York
$8.53M 480,594 +151,373 +46%
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$8.52M 480,000 -255,000 -35%
FEG
28
Fund Evaluation Group
Ohio
$7.99M 450,094 +6 +0%
CMP
29
Courage Miller Partners
Virginia
$7.81M 439,956 +38,674 +10%
FCM
30
Firestone Capital Management
Florida
$7.61M 428,479 -10,607 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$7.55M 425,110 -5,603,120 -93%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$7.37M 414,885 -44,790 -10%
Wells Fargo
33
Wells Fargo
California
$7.18M 404,360 -13,490 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$7.15M 403,059 +403,059 New
LPL Financial
35
LPL Financial
California
$7.11M 400,397 -2,009 -0.5%
UBS AM
36
UBS AM
Illinois
$6.95M 391,800 +90,800 +30%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$6.95M 402,916 -6,360 -2%
PWMG
38
Pioneer Wealth Management Group
Texas
$6.41M 361,313 +43,809 +14%
SFP
39
Strategic Financial Planning
Texas
$6.27M 353,244 +14,795 +4%
WMR
40
Wealth Management Resources
Rhode Island
$5.93M 334,233 +15,718 +5%
KF
41
Krilogy Financial
Missouri
$5.86M 330,359 +12,327 +4%
JTWM
42
Jackson Thornton Wealth Management
Alabama
$5.48M 308,704 +50,927 +20%
SFPM
43
Sensible Financial Planning & Management
Massachusetts
$5.25M 295,979 +15,645 +6%
VT
44
Vise Technologies
New York
$5.22M 293,928 -14,957 -5%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$5.09M 286,808 +254,481 +787%
CAN
46
Cetera Advisor Networks
California
$4.99M 281,171 +18,043 +7%
OFG
47
Omega Financial Group
California
$4.63M 260,868 -3,160 -1%
CWA
48
Cornerstone Wealth Advisors
Minnesota
$4.56M 257,106 -21,794 -8%
SWA
49
Stratos Wealth Advisors
Ohio
$4.41M 248,388 +100,138 +68%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$3.98M 224,346 -9,085 -4%
1
2
3 4 5