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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$555M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
4
US Bancorp
Minnesota
$529M
5
RA
5
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$10.5M 517,605 -18,622 -3%
TIM
27
Tortoise Investment Management
New York
$10.3M 509,258 +24,253 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$9.47M 466,461 -1,617 -0.3%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$9.45M 465,629 +9,125 +2%
CMP
30
Courage Miller Partners
Virginia
$9.2M 453,183 +12,923 +3%
FEG
31
Fund Evaluation Group
Ohio
$9.15M 450,331 +3 +0%
PWMG
32
Pioneer Wealth Management Group
Texas
$9.02M 444,090 +25,102 +6%
LPL Financial
33
LPL Financial
California
$8.51M 419,032 +29,543 +8%
FCM
34
Firestone Capital Management
Florida
$8.32M 409,869 +7,827 +2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$7.96M 392,039 -24,799 -6%
SFP
36
Strategic Financial Planning
Texas
$7.95M 391,741 +16,916 +5%
Wells Fargo
37
Wells Fargo
California
$7.69M 378,912 -15,743 -4%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$7.66M 392,364 -5,305 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$7.63M 375,683 +1,490 +0.4%
WMR
40
Wealth Management Resources
Rhode Island
$7.45M 366,796 +11,885 +3%
UBS AM
41
UBS AM
Illinois
$7.13M 351,435 -1,500 -0.4%
KF
42
Krilogy Financial
Missouri
$7.01M 345,254 +2,861 +0.8%
VT
43
Vise Technologies
New York
$6.87M 338,383 +31,648 +10%
SFPM
44
Sensible Financial Planning & Management
Massachusetts
$6.72M 331,094 +11,728 +4%
Goldman Sachs
45
Goldman Sachs
New York
$6.67M 328,635 +48,328 +17%
TC
46
TownSquare Capital
Utah
$6.27M 308,923 +298,143 +2,766%
BWM
47
Brown Wealth Management
Illinois
$5.93M 292,055 +292,055 New
OFG
48
Omega Financial Group
California
$5.63M 277,435 +8,020 +3%
SWA
49
Stratos Wealth Advisors
Ohio
$5.31M 261,705 +12,436 +5%
AWM
50
Avior Wealth Management
Nebraska
$5.18M 255,389 +25,604 +11%
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