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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$1.62K – – –
AA
477
Atmos Advisory
Pennsylvania
$1.55K – – –
BWL
478
Bogart Wealth LLC
Virginia
$1.55K +$1.55K +67 New
AAP
479
Arax Advisory Partners
Colorado
$1.55K +$23 +1 +2%
EW
480
Element Wealth
Mississippi
$1.44K – – –
RWM
481
Ruedi Wealth Management
Illinois
$1.37K – – –
VAMG
482
Voisard Asset Management Group
Michigan
$1.3K +$1.3K +56 New
TCM
483
Tradewinds Capital Management
Washington
$1.27K +$23 +1 +2%
TC
484
Truvestments Capital
Florida
$904 +$904 +39 New
Russell Investments Group
485
Russell Investments Group
United Kingdom
$741 -$93 -4 -11%
SL
486
Salomon & Ludwin
Virginia
$741 – – –
RIL
487
Rothschild Investment LLC
Illinois
$718 – – –
CFGS
488
Concourse Financial Group Securities
Alabama
$695 +$116 +5 +20%
WOC
489
West Oak Capital
California
$611 -$56 -240 -8%
CAS
490
Coppell Advisory Solutions
Texas
$391 -$10.2K -443 -96%
RCM
491
Raleigh Capital Management
North Carolina
$379 – – –
TAM
492
Townsend Asset Management
North Carolina
$324 – – –
MWA
493
MFA Wealth Advisors
Pennsylvania
$324 – – –
MCA
494
Maryland Capital Advisors
Maryland
$302 +$23 +1 +8%
MIM
495
Macroview Investment Management
Maryland
$232 – – –
GWSG
496
GPS Wealth Strategies Group
Colorado
$232 – – –
SAM
497
Smartleaf Asset Management
Massachusetts
$184 – – –
GSEP
498
Golden State Equity Partners
California
$139 +$139 +6 New
GPFA
499
Game Plan Financial Advisors
Ohio
$93 -$14K -604 -99%
NC
500
NewSquare Capital
Pennsylvania
$52 – – –
18 19
20
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