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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
501
Winthrop Capital Management
Indiana
– -$1M -48,517 Closed
BIP
502
Blueprint Investment Partners
North Carolina
– -$940K -45,400 Closed
TSS
503
Two Sigma Securities
New York
– -$635K -30,669 Closed
LFA
504
LifeGuide Financial Advisors
Pennsylvania
– -$493K -23,788 Closed
IA
505
Inspire Advisors
Idaho
– -$479K -23,136 Closed
AFAS
506
Acorn Financial Advisory Services
Virginia
– -$441K -21,618 Closed
LEFP
507
Leading Edge Financial Planning
Tennessee
– -$440K -21,264 Closed
AWG
508
Altus Wealth Group
Colorado
– -$429K -20,700 Closed
BAM
509
BOS Asset Management
Illinois
– -$404K -19,497 Closed
SFA
510
Sequoia Financial Advisors
Ohio
– -$316K -15,252 Closed
AWM
511
Axxcess Wealth Management
California
– -$307K -14,803 Closed
LCWP
512
Legacy Capital Wealth Partners
Arkansas
– -$289K -13,955 Closed
SAM
513
Secure Asset Management
Michigan
– -$283K -13,648 Closed
BJL
514
Brighton Jones LLC
Washington
– -$278K -13,446 Closed
FFS
515
Founders Financial Securities
Maryland
– -$271K -13,068 Closed
HFA
516
Highland Financial Advisors
New Jersey
– -$264K -12,742 Closed
GC
517
Guidance Capital
Kentucky
– -$263K -12,583 Closed
TI
518
Trexquant Investment
Connecticut
– -$251K -12,139 Closed
WW
519
Waterfront Wealth
Kansas
– -$213K -10,300 Closed
AFG
520
Atomi Financial Group
New York
– -$210K -10,130 Closed
SFS
521
Strategic Financial Services
New York
– -$203K -9,800 Closed
PWM
522
Prosperity Wealth Management
California
– -$203K -9,800 Closed
SRL
523
Scientech Research LLC
New Jersey
– -$203K -9,787 Closed
WP
524
WealthPLAN Partners
Nebraska
– -$201K -9,684 Closed
BBW
525
Blue Barn Wealth
Utah
– -$200K -9,661 Closed
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