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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.13B
3
US Bancorp
3
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.5M
2
Creative Planning
2
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
PIS
5
POM Investment Strategies
North Carolina
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
EPM
26
Elm Partners Management
Pennsylvania
$17.6M 833,340 +21,695 +3%
UBS Group
27
UBS Group
Switzerland
$16.8M 797,432 +215,851 +37%
ZRP
28
Zynergy Retirement Planning
New Jersey
$15.6M 673,547 – –
Wealthfront Advisers
29
Wealthfront Advisers
California
$14.6M 691,502 +105,795 +18%
Betterment LLC
30
Betterment LLC
New York
$12.3M 582,627 +35,064 +6%
PPH
31
Pure Portfolios Holdings
Oregon
$12.1M 575,078 +34,069 +6%
LPL Financial
32
LPL Financial
California
$11.3M 538,565 -14,350 -3%
TIM
33
Tortoise Investment Management
New York
$10.9M 516,416 -1,941 -0.4%
TCM
34
Tradewinds Capital Management
Washington
$10.5M 500,717 +500,662 +910,295%
Mariner
35
Mariner
Kansas
$10M 475,879 +27,300 +6%
CMP
36
Courage Miller Partners
Virginia
$9.33M 443,164 +3,539 +0.8%
FCM
37
Firestone Capital Management
Florida
$9.29M 441,233 +15,983 +4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$9.25M 439,010 -26,772 -6%
PS
39
Principal Securities
Iowa
$9.24M 438,915 +12,930 +3%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$9.23M 438,243 -18,750 -4%
SFP
41
Strategic Financial Planning
Texas
$9.16M 434,521 +3,488 +0.8%
Wells Fargo
42
Wells Fargo
California
$8.42M 399,679 +55,591 +16%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$8.24M 391,409 +7,030 +2%
VT
44
Vise Technologies
New York
$7.74M 367,407 +16,533 +5%
WMR
45
Wealth Management Resources
Rhode Island
$7.66M 363,799 -24,198 -6%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$7.63M 362,515 -3,589 -1%
TC
47
TownSquare Capital
Utah
$7.52M 357,042 -3,709 -1%
KF
48
Krilogy Financial
Missouri
$7.48M 355,203 +13,618 +4%
SFPM
49
Sensible Financial Planning & Management
Massachusetts
$7.32M 347,612 -4,083 -1%
BWM
50
Brown Wealth Management
Illinois
$7.3M 346,394 -808 -0.2%
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