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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$106M
2
CSIA
2
Charles Schwab Investment Advisory
California
$912M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$841M
4
BlackRock
4
BlackRock
New York
$101M
5
Charles Schwab
5
Charles Schwab
California
$450M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GB
51
Gunma Bank
Japan
$3.92M 221,000 – –
AWM
52
Avior Wealth Management
Nebraska
$3.68M 207,359 +18,906 +10%
EWM
53
Empirical Wealth Management
Washington
$3.45M 194,383 -4,996 -3%
ULWM
54
Upper Left Wealth Management
Florida
$3.39M 191,048 +14,249 +8%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$3.26M 183,859 +28,762 +19%
AP
56
Appleton Partners
Massachusetts
$3.22M 181,498 +1,781 +1%
CWM
57
Congress Wealth Management
Massachusetts
$3.04M 171,526 +26,124 +18%
Morgan Stanley
58
Morgan Stanley
New York
$2.9M 163,125 -15,322 -9%
RIM
59
Rockbridge Investment Management
New York
$2.82M 158,715 -6,489 -4%
VCP
60
Vista Capital Partners
Oregon
$2.81M 158,478 +14,344 +10%
HighTower Advisors
61
HighTower Advisors
Illinois
$2.65M 149,622 +9,881 +7%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.65M 149,054 +149,054 New
CPWM
63
Cypress Point Wealth Management
Texas
$2.62M 147,673 -25,199 -15%
FCI
64
Financial Counselors Inc
Kansas
$2.57M 144,697 – –
SC
65
Schoolcraft Capital
Colorado
$2.54M 143,121 -71 -0%
JFG
66
JMG Financial Group
Illinois
$2.42M 136,268 -89,147 -40%
MFGP
67
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.3M 129,744 +3,022 +2%
SP
68
SWS Partners
Ohio
$2.27M 128,098 +8,424 +7%
LIA
69
LifePlan Investment Advisors
North Carolina
$2.22M 124,867 +6,977 +6%
JFA
70
JNBA Financial Advisors
Minnesota
$2.18M 122,632 +5,969 +5%
JCIA
71
Jackson Creek Investment Advisors
Colorado
$2.14M 120,565 +2,104 +2%
SMC
72
Smith, Moore & Co
Missouri
$2.12M 119,423 +693 +0.6%
PFC
73
Phocas Financial Corp
California
$2.1M 118,265 -275 -0.2%
PIMG
74
Patriot Investment Management Group
Tennessee
$2.1M 118,250 -17,281 -13%
SWA
75
Strata Wealth Advisors
Texas
$2.04M 114,751 +114,751 New
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