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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.

New
Increased
Maintained
Reduced
Closed
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 %
HNB
501
Huntington National Bank
Ohio
$21 -$23.1K – –
GCS
502
Gordian Capital (Singapore)
Singapore
$21 – – –
SVCP
503
Silicon Valley Capital Partners
California
$18 – – –
GWSA
504
Global Wealth Strategies & Associates
Colorado
$12 – – –
Toronto Dominion Bank
505
Toronto Dominion Bank
Ontario, Canada
– -$8.52M -480,000 Closed
CWA
506
Cornerstone Wealth Advisors
Minnesota
– -$4.56M -257,106 Closed
GB
507
Gunma Bank
Japan
– -$3.92M -221,000 Closed
SWA
508
Strata Wealth Advisors
Texas
– -$2.04M -114,751 Closed
FCA
509
FLC Capital Advisors
California
– -$1.96M -110,285 Closed
HWA
510
Hillcrest Wealth Advisors
New Jersey
– -$913K -51,450 Closed
DP
511
DDD Partners
Washington
– -$647K -36,399 Closed
SBH
512
Segall Bryant & Hamill
Illinois
– -$461K -25,998 Closed
SFC
513
Strategic Financial Concepts
Texas
– -$452K -25,475 Closed
JC
514
Jentner Corp
Ohio
– -$349K -19,674 Closed
LWM
515
Laidlaw Wealth Management
New York
– -$309K -17,397 Closed
Fisher Asset Management
516
Fisher Asset Management
Washington
– -$281K -15,852 Closed
SA
517
Strategic Advocates
Utah
– -$262K -14,743 Closed
SSA
518
Schonfeld Strategic Advisors
New York
– -$248K -13,966 Closed
SCA
519
Stokes Capital Advisors
South Carolina
– -$233K -13,118 Closed
ACP
520
Aveo Capital Partners
Colorado
– -$229K -12,928 Closed
HF
521
HRT Financial
New York
– -$210K -11,848 Closed
SFO
522
Stokes Family Office
Louisiana
– -$198K -11,173 Closed
TIM
523
Tevis Investment Management
Texas
– -$194K -10,955 Closed
AssetMark Inc
524
AssetMark Inc
California
– -$167K -9,403 Closed
WTC
525
WhitTier Trust Company
Nevada
– -$35.5K -2,000 Closed
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