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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 %
WP
501
WMS Partners
Maryland
– -$267K -13,158 Closed
HWA
502
Hillcrest Wealth Advisors
New Jersey
– -$266K -13,125 Closed
UCFA
503
United Capital Financial Advisors
Texas
– -$240K -11,823 Closed
SC
504
Savant Capital
Illinois
– -$220K -10,829 Closed
CCWA
505
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$219K -10,775 Closed
AWA
506
Acorn Wealth Advisors
Michigan
– -$203K -9,992 Closed
CWM
507
Collaborative Wealth Management
Florida
– -$201K -9,913 Closed
FSWA
508
Financial Synergies Wealth Advisors
Texas
– -$142K -6,995 Closed
FFWM
509
Future Financial Wealth Management
Ohio
– -$79.2K -3,900 Closed
LF
510
LifeSteps Financial
California
– -$72.9K -3,593 Closed
CA
511
CoreCap Advisors
Michigan
– -$48.6K -2,392 Closed
GT
512
Glenmede Trust
Pennsylvania
– -$33.7K -1,658 Closed
IPW
513
Impact Partnership Wealth
Georgia
– -$11.6K -572 Closed
PMFA
514
Plante Moran Financial Advisors
Michigan
– -$11.2K -551 Closed
LTI
515
Laffer Tengler Investments
Tennessee
– -$9.07K -447 Closed
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
– -$8.26K -407 Closed
Simplex Trading
517
Simplex Trading
Illinois
– -$7K -387 Closed
KA
518
Kozak & Associates
Colorado
– -$6.89K -344 Closed
CSWM
519
Cassady Schiller Wealth Management
Ohio
– -$6.68K -329 Closed
MAM
520
MMA Asset Management
Pennsylvania
– -$5.31K -261 Closed
GWANC
521
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$4.06K -200 Closed
GEA
522
Glen Eagle Advisors
New Jersey
– -$4.03K -198 Closed
BL
523
Balentine LLC
Georgia
– -$2.52K -124 Closed
RP
524
Rice Partnership
Hawaii
– -$2.42K -119 Closed
WT
525
Washington Trust
Rhode Island
– -$2.19K -108 Closed
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