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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 %
GCS
501
Gordian Capital (Singapore)
Singapore
$23 – – –
MG
502
Mather Group
Illinois
$1 -$29.1K -1,434 Closed
Charles Schwab
503
Charles Schwab
California
– -$1.69B -84,742,314 Closed
FEG
504
Fund Evaluation Group
Ohio
– -$8.98M -449,488 Closed
D.E. Shaw & Co
505
D.E. Shaw & Co
New York
– -$3.49M -174,668 Closed
MRC
506
Millburn Ridgefield Corp
New York
– -$1.77M -88,727 Closed
EGM
507
Engineers Gate Manager
New York
– -$794K -39,772 Closed
VM
508
VPR Management
Texas
– -$787K -39,400 Closed
SFC
509
Strategic Financial Concepts
Texas
– -$1.56K -33,581 Closed
Millennium Management
510
Millennium Management
New York
– -$529K -26,514 Closed
AWM
511
Avaii Wealth Management
Wisconsin
– -$481K -24,088 Closed
Jane Street
512
Jane Street
New York
– -$452K -22,621 Closed
OCM
513
One Capital Management
California
– -$394K -19,715 Closed
SWM
514
Sculati Wealth Management
Michigan
– -$384K -19,205 Closed
LFS
515
Lutz Financial Services
Nebraska
– -$295K -14,776 Closed
SAI
516
Savvy Advisors Inc
New York
– -$240K -12,026 Closed
APP
517
Avantax Planning Partners
Iowa
– -$239K -11,970 Closed
BP
518
Ballentine Partners
Massachusetts
– -$236K -11,807 Closed
MCM
519
Mainstay Capital Management
Michigan
– -$231K -11,557 Closed
WCM
520
Wealthcare Capital Management
Virginia
– -$204K -10,212 Closed
WP
521
WealthPLAN Partners
Nebraska
– -$204K -10,206 Closed
AC
522
Arjuna Capital
North Carolina
– -$87.2K -4,368 Closed
CSWG
523
Cardinal Strategic Wealth Guidance
Kentucky
– -$22.6K -1,130 Closed
TWP
524
Triad Wealth Partners
Kansas
– -$16.9K -845 Closed
IC
525
Innealta Capital
Texas
– -$16K -800 Closed
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