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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JTWM
51
Jackson Thornton Wealth Management
Alabama
$4.61M +$3.97M +203,634 +626%
GB
52
Gunma Bank
Japan
$4.31M – – –
Two Sigma Advisers
53
Two Sigma Advisers
New York
$3.93M +$3.93M +201,700 New
EWM
54
Empirical Wealth Management
Washington
$3.69M +$339K +17,407 +10%
AWM
55
Avior Wealth Management
Nebraska
$3.62M +$286K +14,682 +9%
CPWM
56
Cypress Point Wealth Management
Texas
$3.44M +$236K +12,107 +7%
AP
57
Appleton Partners
Massachusetts
$3.43M +$41.5K +2,130 +1%
PCWA
58
Pacific Capital Wealth Advisors
California
$3.33M – – –
RIM
59
Rockbridge Investment Management
New York
$3.31M -$65.9K -3,380 -2%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$3.24M -$1.59M -81,449 -33%
ULWM
61
Upper Left Wealth Management
Florida
$3.19M +$245K +12,574 +8%
Morgan Stanley
62
Morgan Stanley
New York
$3.14M +$136K +6,965 +5%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$3.04M -$33.6K -1,721 -1%
VCP
64
Vista Capital Partners
Oregon
$2.88M -$530K -27,188 -16%
CWM
65
Congress Wealth Management
Massachusetts
$2.85M +$120K +6,149 +4%
SWA
66
Stratos Wealth Advisors
Ohio
$2.83M +$260K +13,322 +10%
FCI
67
Financial Counselors Inc
Kansas
$2.82M +$13.8K +707 +0.5%
FIM
68
Freedom Investment Management
Connecticut
$2.82M +$2.82M +144,569 New
SC
69
Schoolcraft Capital
Colorado
$2.82M -$28.5K -1,460 -1%
Jane Street
70
Jane Street
New York
$2.8M +$2.8M +143,706 New
HighTower Advisors
71
HighTower Advisors
Illinois
$2.73M +$62.2K +3,192 +2%
GWM
72
Geneos Wealth Management
Colorado
$2.5M -$559K -28,649 -18%
SP
73
SWS Partners
Ohio
$2.46M +$45.6K +2,337 +2%
JFA
74
JNBA Financial Advisors
Minnesota
$2.44M +$143K +7,314 +6%
MFGP
75
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.43M -$130K -6,688 -5%
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