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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$106M
2
CSIA
2
Charles Schwab Investment Advisory
California
$912M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$841M
4
BlackRock
4
BlackRock
New York
$101M
5
Charles Schwab
5
Charles Schwab
California
$450M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WC
476
Waterloo Capital
Texas
– – -10,845 Closed
RAG
477
RIA Advisory Group
Iowa
– – -10,691 Closed
WSTAM
478
Wilbanks Smith & Thomas Asset Management
Virginia
– – -10,601 Closed
BBW
479
Blue Barn Wealth
Utah
– – -10,317 Closed
AWM
480
Aspire Wealth Management
Massachusetts
– – -8,756 Closed
WP
481
WealthPLAN Partners
Nebraska
– – -7,514 Closed
SF
482
Safeguard Financial
Wisconsin
– – -5,530 Closed
CPA
483
Cardiff Park Advisors
California
– – -3,735 Closed
MM
484
Main Management
California
– – -3,700 Closed
CFO
485
CVA Family Office
Colorado
– – -2,801 Closed
DI
486
Disciplined Investments
Oklahoma
– – -1,599 Closed
AP
487
Arlington Partners
Alabama
– – -1,463 Closed
GWM
488
GSB Wealth Management
Connecticut
– – -1,215 Closed
BAAM
489
Baker Avenue Asset Management
California
– – -532 Closed
FA
490
Fiduciary Alliance
South Carolina
– – -297 Closed
PIAS
491
PCA Investment Advisory Services
Ohio
– – -147 Closed
EWP
492
Elevation Wealth Partners
California
– – -97 Closed
CT
493
Colonial Trust
South Carolina
– – -77 Closed
CSWM
494
Cassady Schiller Wealth Management
Ohio
– – -67 Closed
TFP
495
Tilia Fiduciary Partners
North Carolina
– – -56 Closed
MSFP
496
Mark Sheptoff Financial Planning
Connecticut
– – -30 Closed
SFC
497
SYM Financial Corp
Indiana
– – -22 Closed
HPC
498
HM Payson & Co
Maine
– – -8 Closed
HS
499
Horan Securities
United States
– – -5 Closed
CFFP
500
Center for Financial Planning
Michigan
– – -4 Closed
17 18 19
20
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