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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
26
Q3 Asset Management
Michigan
$15.3M +$3.04M +131,388 +25%
Wealthfront Advisers
27
Wealthfront Advisers
California
$13.6M -$1.53M -65,964 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$13.5M +$9.36M +403,932 +224%
UBS Group
29
UBS Group
Switzerland
$13.5M -$1.99M -85,953 -13%
LPL Financial
30
LPL Financial
California
$12.8M +$6.36M +274,686 +99%
Betterment LLC
31
Betterment LLC
New York
$12.7M +$380K +16,382 +3%
PPH
32
Pure Portfolios Holdings
Oregon
$12.5M +$12.5M +541,009 New
TIM
33
Tortoise Investment Management
New York
$12M +$420K +18,116 +4%
PWMG
34
Pioneer Wealth Management Group
Texas
$11.7M +$369K +15,927 +3%
PIS
35
POM Investment Strategies
North Carolina
$11.2M +$11.2M +484,227 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$419K -18,101 -4%
JTWM
37
Jackson Thornton Wealth Management
Alabama
$10.6M -$302K -13,050 -3%
Mariner
38
Mariner
Kansas
$10.4M -$243K -10,485 -2%
CMP
39
Courage Miller Partners
Virginia
$10.2M -$303K -13,076 -3%
SFP
40
Strategic Financial Planning
Texas
$9.99M +$621K +26,800 +7%
PS
41
Principal Securities
Iowa
$9.87M +$7.86M +339,026 +390%
FCM
42
Firestone Capital Management
Florida
$9.85M +$22.7K +980 +0.2%
WMR
43
Wealth Management Resources
Rhode Island
$8.99M +$164K +7,067 +2%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$8.91M -$202K -8,712 -2%
Morgan Stanley
45
Morgan Stanley
New York
$8.64M +$1.93M +83,283 +29%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$8.48M -$455K -19,637 -5%
TC
47
TownSquare Capital
Utah
$8.36M +$374K +16,163 +5%
SFPM
48
Sensible Financial Planning & Management
Massachusetts
$8.15M +$106K +4,555 +1%
VT
49
Vise Technologies
New York
$8.13M -$610K -26,315 -7%
BWM
50
Brown Wealth Management
Illinois
$8.04M +$319K +13,747 +4%
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