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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
CX Institutional
Indiana
– -$3.55M -183,951 Closed
MWM
477
Moran Wealth Management
Florida
– -$1.83M -95,006 Closed
VCM
478
Virtue Capital Management
Tennessee
– -$1.17M -60,444 Closed
PFM
479
Patton Fund Management
Texas
– -$980K -50,811 Closed
SFWC
480
Strategic Family Wealth Counselors
New Jersey
– -$961K -49,833 Closed
BB
481
Bell Bank
North Dakota
– -$749K -38,804 Closed
SIG
482
Spinnaker Investment Group
California
– -$707K -36,674 Closed
Renaissance Technologies
483
Renaissance Technologies
New York
– -$656K -34,000 Closed
RF
484
RHS Financial
California
– -$514K -26,621 Closed
OWM
485
Opes Wealth Management
California
– -$502K -26,017 Closed
NL
486
NWAM LLC
Washington
– -$443K -22,975 Closed
CWA
487
Consilium Wealth Advisory
Texas
– -$417K -21,615 Closed
Wealth Enhancement Advisory Services
488
Wealth Enhancement Advisory Services
Minnesota
– -$408K -19,631 Closed
SCI
489
Stableford Capital II
Arizona
– -$376K -19,113 Closed
CCM
490
Crew Capital Management
Ohio
– -$314K -16,292 Closed
AP
491
Adero Partners
California
– -$284K -14,742 Closed
OMC
492
Old Mission Capital
Illinois
– -$251K -13,037 Closed
RBFC
493
Roman Butler Fullerton & Co
Missouri
– -$261K -12,676 Closed
FAIM
494
Financial Advocates Investment Management
Washington
– -$243K -12,609 Closed
IWA
495
IVC Wealth Advisors
Pennsylvania
– -$242K -12,527 Closed
EFS
496
Econ Financial Services
Pennsylvania
– -$232K -12,028 Closed
HI
497
Human Investing
Oregon
– -$231K -11,997 Closed
BF
498
BOK Financial
Oklahoma
– -$230K -11,899 Closed
LF
499
LifeSteps Financial
California
– -$215K -11,152 Closed
ODIJL
500
One Day In July LLC
Vermont
– -$205K -10,621 Closed
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