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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B
3
MSA
3
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
4
US Bancorp
Minnesota
$545M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$544M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
3
BlackRock
New York
$73.2M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
5
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$10.6M -$530K -26,527 -5%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$10.6M -$2.79M -139,496 -21%
TIM
28
Tortoise Investment Management
New York
$9.99M -$180K -9,017 -2%
PWMG
29
Pioneer Wealth Management Group
Texas
$9.78M +$912K +45,669 +10%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$9.66M +$348K +17,422 +4%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$9.39M +$88.1K +4,414 +0.9%
Mariner
32
Mariner
Kansas
$9.17M -$1.17M -58,541 -11%
CMP
33
Courage Miller Partners
Virginia
$9.04M -$9.63K -482 -0.1%
FEG
34
Fund Evaluation Group
Ohio
$8.98M -$16.8K -843 -0.2%
FCM
35
Firestone Capital Management
Florida
$8.47M +$288K +14,401 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$8.2M +$701K +35,112 +9%
SFP
37
Strategic Financial Planning
Texas
$8.07M +$249K +12,492 +3%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$7.74M +$14.3K +727 +0.2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$7.7M -$126K -6,298 -2%
WMR
40
Wealth Management Resources
Rhode Island
$7.61M +$282K +14,134 +4%
VT
41
Vise Technologies
New York
$7.53M +$775K +38,806 +11%
Wells Fargo
42
Wells Fargo
California
$7.12M -$443K -22,169 -6%
KF
43
Krilogy Financial
Missouri
$7.05M +$153K +7,638 +2%
SFPM
44
Sensible Financial Planning & Management
Massachusetts
$6.93M +$320K +16,046 +5%
TC
45
TownSquare Capital
Utah
$6.88M +$712K +35,665 +12%
BWM
46
Brown Wealth Management
Illinois
$6.66M +$827K +41,400 +14%
Morgan Stanley
47
Morgan Stanley
New York
$5.78M +$1.4M +70,214 +32%
LPL Financial
48
LPL Financial
California
$5.56M -$2.81M -140,803 -34%
AWM
49
Avior Wealth Management
Nebraska
$5.39M +$295K +14,760 +6%
OFG
50
Omega Financial Group
California
$5.36M -$185K -9,250 -3%
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