SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCS
476
Gordian Capital (Singapore)
Singapore
$20 – – –
CSIA
477
Charles Schwab Investment Advisory
California
– -$1.09B -53,860,915 Closed
UBS AM
478
UBS AM
Illinois
– -$7.13M -351,435 Closed
Citadel Advisors
479
Citadel Advisors
Florida
– -$5.08M -250,194 Closed
FFM
480
Forum Financial Management
Illinois
– -$3.77M -185,661 Closed
GCP
481
GSA Capital Partners
United Kingdom
– -$1.96M -96,402 Closed
MOS
482
MGO One Seven
Ohio
– -$1.7M -83,933 Closed
LWMNY
483
Landmark Wealth Management (New York)
New York
– -$1.66M -81,505 Closed
HF
484
HRT Financial
New York
– -$1.52M -74,717 Closed
VV
485
Verity & Verity
South Carolina
– -$1.32M -65,229 Closed
AWM
486
AE Wealth Management
Kansas
– -$1.23M -60,458 Closed
Renaissance Technologies
487
Renaissance Technologies
New York
– -$1.22M -60,000 Closed
CAG
488
Curtis Advisory Group
California
– -$1.17M -57,458 Closed
SAG
489
SageView Advisory Group
California
– -$2.58M -56,123 Closed
BWM
490
BCS Wealth Management
Tennessee
– -$1.09M -53,816 Closed
Susquehanna International Group
491
Susquehanna International Group
Pennsylvania
– -$705K -34,722 Closed
Bank of Montreal
492
Bank of Montreal
Ontario, Canada
– -$594K -29,200 Closed
Qube Research & Technologies (QRT)
493
Qube Research & Technologies (QRT)
United Kingdom
– -$524K -25,825 Closed
DBRC
494
D.B. Root & Company
Pennsylvania
– -$515K -25,362 Closed
TI
495
Truepoint Inc
Ohio
– -$425K -20,931 Closed
NL
496
NWAM LLC
Washington
– -$399K -19,818 Closed
EA
497
Efficient Advisors
Ohio
– -$402K -19,813 Closed
OFS
498
OneAscent Financial Services
Alabama
– -$379K -18,672 Closed
HAS
499
HBW Advisory Services
California
– -$347K -16,777 Closed
FT
500
Fiduciary Trust
Massachusetts
– -$325K -16,003 Closed
18 19
20
21 22