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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$11.1M 536,227 -4,189 -0.8%
Betterment LLC
27
Betterment LLC
New York
$10.3M 497,183 -14,183 -3%
TIM
28
Tortoise Investment Management
New York
$10M 485,005 +4,411 +0.9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$9.72M 469,359 +320,305 +215%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$9.69M 468,078 +65,019 +16%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$9.45M 456,504 +147,800 +48%
FEG
32
Fund Evaluation Group
Ohio
$9.33M 450,328 +234 +0.1%
Morgan Stanley
33
Morgan Stanley
New York
$9.17M 442,712 +279,587 +171%
CMP
34
Courage Miller Partners
Virginia
$9.12M 440,260 +304 +0.1%
PWMG
35
Pioneer Wealth Management Group
Texas
$8.68M 418,988 +57,675 +16%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$8.63M 416,838 +1,953 +0.5%
FCM
37
Firestone Capital Management
Florida
$8.33M 402,042 -26,437 -6%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$8.31M 397,669 -5,247 -1%
Wells Fargo
39
Wells Fargo
California
$8.17M 394,655 -9,705 -2%
LPL Financial
40
LPL Financial
California
$8.07M 389,489 -10,908 -3%
SFP
41
Strategic Financial Planning
Texas
$7.76M 374,825 +21,581 +6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$7.75M 374,193 -50,917 -12%
WMR
43
Wealth Management Resources
Rhode Island
$7.35M 354,911 +20,678 +6%
UBS AM
44
UBS AM
Illinois
$7.31M 352,935 -38,865 -10%
KF
45
Krilogy Financial
Missouri
$7.09M 342,393 +12,034 +4%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$6.61M 319,366 +23,387 +8%
VT
47
Vise Technologies
New York
$6.35M 306,735 +12,807 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$5.86M 282,877 +185,978 +192%
Goldman Sachs
49
Goldman Sachs
New York
$5.81M 280,307 +206,254 +279%
OFG
50
Omega Financial Group
California
$5.58M 269,415 +8,547 +3%
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