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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 %
TAM
501
Townsend Asset Management
North Carolina
$295 – – –
GK
502
Graney & King
New York
$281 +$281 +13 New
MCA
503
Maryland Capital Advisors
Maryland
$274 – – –
GWSG
504
GPS Wealth Strategies Group
Colorado
$211 – – –
SAM
505
Smartleaf Asset Management
Massachusetts
$166 – – –
TAM
506
Tucker Asset Management
Colorado
$84 -$4.18K -199 -98%
GPFA
507
Game Plan Financial Advisors
Ohio
$84 – – –
VHAM
508
Van Hulzen Asset Management
California
$64 +$64 +3 New
UCB
509
United Community Bank
South Carolina
$63 +$63 +3 New
NC
510
NewSquare Capital
Pennsylvania
$47 – – –
NS
511
NBC Securities
Alabama
$23 -$25K -1,087 -100%
MG
512
Mather Group
Illinois
$1 -$1 – –
QAM
513
Q3 Asset Management
Michigan
– -$15.3M -661,388 Closed
BFM
514
Boothbay Fund Management
New York
– -$1.47M -63,259 Closed
GI
515
GAMCO Investors
Connecticut
– -$1.42M -61,300 Closed
Sumitomo Mitsui Trust Group
516
Sumitomo Mitsui Trust Group
Japan
– -$829K -35,798 Closed
LSAG
517
Lake Street Advisors Group
New Hampshire
– -$826K -35,669 Closed
WAM
518
Worth Asset Management
Texas
– -$661K -28,540 Closed
IA
519
Inspire Advisors
Idaho
– -$466K -20,119 Closed
AP
520
Advisors Preferred
Maryland
– -$435K -18,909 Closed
WJWM
521
Williams Jones Wealth Management
New York
– -$410K -17,706 Closed
NWA
522
Navis Wealth Advisors
New York
– -$368K -15,878 Closed
SAM
523
Secure Asset Management
Michigan
– -$324K -13,981 Closed
BWA
524
Bordeaux Wealth Advisors
California
– -$301K -12,971 Closed
FFS
525
Founders Financial Securities
Maryland
– -$297K -12,824 Closed
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