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

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
526
Heritage Wealth Advisors
Virginia
– -$99.6K -4,810 Closed
MFA
527
McClarren Financial Advisors
Pennsylvania
– -$62K -2,998 Closed
ASN
528
Advisory Services Network
Georgia
– -$20.3K -980 Closed
SA
529
Scarborough Advisors
Maryland
– -$17.3K -834 Closed
LPP
530
Life Planning Partners
Florida
– -$16.3K -788 Closed
FFO
531
Fortitude Family Office
Arizona
– -$16.3K -785 Closed
MWM
532
Mascoma Wealth Management
New Hampshire
– -$11.5K -555 Closed
AWM
533
Able Wealth Management
New Jersey
– -$4.48K -216 Closed
AA
534
Addison Advisors
Vermont
– -$4.47K -216 Closed
MSWM
535
McGlone Suttner Wealth Management
Wisconsin
– -$4.27K -206 Closed
FWM
536
Focused Wealth Management
New York
– -$2.72K -131 Closed
LFA
537
Level Financial Advisors
New York
– -$2.49K -120 Closed
BCPWM
538
Bradley & Co Private Wealth Management
Florida
– -$2.2K -106 Closed
TFG
539
Team Financial Group
California
– -$1.43K -69 Closed
SMA
540
Sage Mountain Advisors
Georgia
– -$476 -23 Closed
BWL
541
Bogart Wealth LLC
Virginia
– -$456 -22 Closed
PS
542
Planned Solutions
California
– -$435 -21 Closed
LC
543
Lindbrook Capital
California
– -$373 -18 Closed
First Manhattan
544
First Manhattan
New York
– -$331 -16 Closed
FA
545
Faithward Advisors
Pennsylvania
– -$233 -12 Closed
OLVIG
546
Oliver Lagore Vanvalin Investment Group
Michigan
– -$41 -2 Closed
GWSA
547
Global Wealth Strategies & Associates
Colorado
– -$12 -1 Closed
TFA
548
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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