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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
476
Howe & Rusling
New York
$1.06K -$16.2K -781 -94%
WAG
477
Wiser Advisor Group
Arizona
$1K +$1K +48 New
TFA
478
Transamerica Financial Advisors
Florida
$1K – – –
CAL
479
Capital Analysts LLC
Pennsylvania
$1K – – –
SWA
480
SOA Wealth Advisors
New York
$911 -$2.73K -132 -75%
KHC
481
Koesten Hirschmann & Crabtree
Kansas
$890 +$186 +9 +26%
Citigroup
482
Citigroup
New York
$808 -$43.8K -2,114 -98%
NP
483
NorthRock Partners
Minnesota
$651 +$651 +31 New
CPG
484
Custom Portfolio Group
Colorado
$621 +$621 +30 New
SL
485
Salomon & Ludwin
Virginia
$568 – – –
SMA
486
Sage Mountain Advisors
Georgia
$476 – – –
BWL
487
Bogart Wealth LLC
Virginia
$456 – – –
PS
488
Planned Solutions
California
$435 +$435 +21 New
AFWM
489
Abich Financial Wealth Management
Virginia
$393 +$393 +19 New
LC
490
Lindbrook Capital
California
$373 – – –
First Manhattan
491
First Manhattan
New York
$331 +$331 +16 New
TAM
492
Townsend Asset Management
North Carolina
$290 – – –
MCA
493
Maryland Capital Advisors
Maryland
$249 – – –
FA
494
Faithward Advisors
Pennsylvania
$233 – – –
MIM
495
Macroview Investment Management
Maryland
$208 -$582 -28 -74%
GWSG
496
GPS Wealth Strategies Group
Colorado
$207 – – –
SAM
497
Smartleaf Asset Management
Massachusetts
$166 +$166 +8 New
NC
498
NewSquare Capital
Pennsylvania
$46 – – –
GI
499
Gradient Investments
Minnesota
$41 -$14.6K -711 -100%
OLVIG
500
Oliver Lagore Vanvalin Investment Group
Michigan
$41 – – –
18 19
20
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