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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.

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 %
SSWM
526
Sheets Smith Wealth Management
North Carolina
– -$14.2K -800 Closed
AFS
527
Annapolis Financial Services
Maryland
– -$14.2K -800 Closed
Simplex Trading
528
Simplex Trading
Illinois
– -$13K -765 Closed
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
– -$11.8K -663 Closed
WB
530
Webster Bank
Connecticut
– -$9.53K -537 Closed
HL
531
HeadInvest LLC
Maine
– -$8.76K -503 Closed
LIA
532
Luken Investment Analytics
Tennessee
– -$7.17K -404 Closed
CG
533
Cutler Group
California
– -$7K -400 Closed
FHA
534
First Horizon Advisors
Tennessee
– -$5.72K -322 Closed
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5.56K -313 Closed
Bank of Montreal
536
Bank of Montreal
Ontario, Canada
– -$4.55K -235 Closed
YAL
537
Your Advocates Ltd
Texas
– -$1.78K -100 Closed
HCM
538
Hollencrest Capital Management
California
– -$1.21K -68 Closed
CWP
539
Concord Wealth Partners
Virginia
– -$930 -52 Closed
RDFA
540
Ritter Daniher Financial Advisory
Ohio
– -$410 -23 Closed
RCM
541
Raleigh Capital Management
North Carolina
– -$307 -17 Closed
CCMI
542
Creative Capital Management Investments
California
– -$249 -14 Closed
QCG
543
Quadrant Capital Group
Ohio
– -$213 -12 Closed
FCAS
544
First Command Advisory Services
Texas
– -$107 -6 Closed
SIC
545
SJS Investment Consulting
Ohio
– -$18 -1 Closed
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