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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$887M
2
Charles Schwab
2
Charles Schwab
California
$464M
3
US Bancorp
3
US Bancorp
Minnesota
$461M
4
CSIA
4
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
5
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
3
Rational Advisors
New York
$38.3M
4
BSB
4
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Empirical Wealth Management
Washington
$3.89M +$203K +10,387 +5%
CWAG
52
Carlsbad Wealth Advisory Group
California
$3.73M +$3.73M +191,136 New
AWM
53
Avior Wealth Management
Nebraska
$3.68M +$53.5K +2,740 +1%
AP
54
Appleton Partners
Massachusetts
$3.51M +$72.6K +3,718 +2%
Morgan Stanley
55
Morgan Stanley
New York
$3.49M +$339K +17,345 +11%
ULWM
56
Upper Left Wealth Management
Florida
$3.45M +$259K +13,269 +8%
CPWM
57
Cypress Point Wealth Management
Texas
$3.38M -$69.3K -3,549 -2%
RIM
58
Rockbridge Investment Management
New York
$3.23M -$88.3K -4,523 -3%
PCWA
59
Pacific Capital Wealth Advisors
California
$3.19M -$145K -7,399 -4%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$3.03M -$16.1K -822 -0.5%
SWA
61
Stratos Wealth Advisors
Ohio
$2.9M +$64.3K +3,291 +2%
CWM
62
Congress Wealth Management
Massachusetts
$2.84M -$17.1K -878 -0.6%
FCI
63
Financial Counselors Inc
Kansas
$2.83M – – –
VCP
64
Vista Capital Partners
Oregon
$2.81M -$70.4K -3,605 -2%
SC
65
Schoolcraft Capital
Colorado
$2.8M -$23K -1,176 -0.8%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.72M -$3.68K -189 -0.1%
PIMG
67
Patriot Investment Management Group
Tennessee
$2.65M +$322K +16,488 +14%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.47M +$40.5K +2,073 +2%
SP
69
SWS Partners
Ohio
$2.34M -$128K -6,533 -5%
SMC
70
Smith, Moore & Co
Missouri
$2.32M -$41.2K -2,111 -2%
PFC
71
Phocas Financial Corp
California
$2.32M -$29.6K -1,515 -1%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$2.31M -$11.7K -599 -0.5%
LIA
73
LifePlan Investment Advisors
North Carolina
$2.3M +$2.3M +117,890 New
JFA
74
JNBA Financial Advisors
Minnesota
$2.28M -$163K -8,367 -7%
IFA
75
Interactive Financial Advisors
Illinois
$2.27M -$123K -6,292 -5%
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