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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 %
YIH
526
Y-Intercept (HK)
Hong Kong
– -$293K -12,666 Closed
IWM
527
IHT Wealth Management
Illinois
– -$292K -12,645 Closed
AWM
528
Axxcess Wealth Management
California
– -$287K -12,388 Closed
Kovitz Investment Group Partners
529
Kovitz Investment Group Partners
Illinois
– -$283K -12,334 Closed
WIA
530
World Investment Advisors
California
– -$241K -10,415 Closed
AWA
531
Acorn Wealth Advisors
Michigan
– -$237K -10,216 Closed
HF
532
HRT Financial
New York
– -$234K -10,124 Closed
BA
533
Bridgewater Advisors
New York
– -$228K -10,060 Closed
HAS
534
HBW Advisory Services
California
– -$231K -9,969 Closed
MAM
535
Marotta Asset Management
Virginia
– -$228K -9,822 Closed
SWP
536
Stratos Wealth Partners
Ohio
– -$225K -9,696 Closed
TI
537
Truepoint Inc
Ohio
– -$221K -9,525 Closed
JC
538
Jentner Corp
Ohio
– -$220K -9,476 Closed
UCFA
539
United Capital Financial Advisors
Texas
– -$211K -9,107 Closed
CFG
540
Citizens Financial Group
Rhode Island
– -$209K -9,014 Closed
KAS
541
Kestra Advisory Services
Texas
– -$206K -8,890 Closed
SC
542
Shearwater Capital
Colorado
– -$202K -8,698 Closed
VC
543
Vestor Capital
Illinois
– -$72K -3,108 Closed
GWM
544
GSB Wealth Management
Connecticut
– -$42.2K -1,823 Closed
JPWM
545
Jamison Private Wealth Management
Georgia
– -$31.9K -1,376 Closed
SWM
546
Sugarloaf Wealth Management
Georgia
– -$26.9K -1,162 Closed
Qube Research & Technologies (QRT)
547
Qube Research & Technologies (QRT)
United Kingdom
– -$15.9K -686 Closed
CPA
548
Clear Point Advisors
New York
– -$13.1K -566 Closed
RP
549
Rice Partnership
Hawaii
– -$12.1K -524 Closed
Deutsche Bank
550
Deutsche Bank
Germany
– -$6.95K -300 Closed
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