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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
476
Independence Bank of Kentucky
Kentucky
$1.9K – – –
BGWM
477
Bridge Generations Wealth Management
Florida
$1.87K +$1.87K +89 New
PMFA
478
Plante Moran Financial Advisors
Michigan
$1.81K +$1.81K +86 New
AWM
479
Atticus Wealth Management
Florida
$1.8K – – –
ACM
480
Anfield Capital Management
California
$1.79K – – –
CSB
481
City State Bank
Iowa
$1.79K – – –
HWP
482
Highline Wealth Partners
California
$1.79K +$1.79K +85 New
JWA
483
JFS Wealth Advisors
Pennsylvania
$1.48K – – –
BWL
484
Bogart Wealth LLC
Virginia
$1.41K – – –
AA
485
Atmos Advisory
Pennsylvania
$1.41K – – –
SL
486
Salomon & Ludwin
Virginia
$1.41K +$737 +35 +109%
FGC
487
Financial Gravity Companies
Texas
$1.35K +$1.35K +64 New
EW
488
Element Wealth
Mississippi
$1.31K – – –
RWM
489
Ruedi Wealth Management
Illinois
$1.24K – – –
IWP
490
IAG Wealth Partners
Wisconsin
$1.1K +$1.1K +52 New
TC
491
Truvestments Capital
Florida
$821 – – –
HNB
492
Huntington National Bank
Ohio
$653 -$9.04K – –
RIL
493
Rothschild Investment LLC
Illinois
$548 -$105 -5 -16%
FWP
494
FAS Wealth Partners
Kansas
$507 -$41.3K -1,954 -99%
MFS
495
Mattson Financial Services
Michigan
$463 +$463 +20 New
LFA
496
Legend Financial Advisors
Pennsylvania
$463 +$463 +22 New
NIA
497
NBZ Investment Advisors
Tennessee
$379 +$379 +18 New
RCM
498
Raleigh Capital Management
North Carolina
$355 +$21 +1 +6%
FMP
499
Financial Management Professionals
Texas
$337 – – –
PIP
500
Peachtree Investment Partners
Florida
$316 +$316 +15 New
18 19
20
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