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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$5.16M 249,269 +881 +0.4%
EWM
52
Empirical Wealth Management
Washington
$5M 241,513 +47,130 +24%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$4.96M 239,583 +219,347 +1,084%
W
54
WealthCollab
Washington
$4.8M 231,761 +231,761 New
AWM
55
Avior Wealth Management
Nebraska
$4.76M 229,785 +22,426 +11%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$4.44M 214,163 -10,183 -5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.15M 200,319 +181,063 +940%
VCP
58
Vista Capital Partners
Oregon
$4.09M 197,528 +39,050 +25%
QAM
59
Q3 Asset Management
Michigan
$4.09M 197,504 +197,504 New
AP
60
Appleton Partners
Massachusetts
$3.88M 187,286 +5,788 +3%
PFA
61
Pure Financial Advisors
California
$3.81M 183,913 +80,397 +78%
ULWM
62
Upper Left Wealth Management
Florida
$3.76M 181,595 -9,453 -5%
CAN
63
Cetera Advisor Networks
California
$3.71M 179,029 -102,142 -36%
PCM
64
Passive Capital Management
Maryland
$3.64M 175,708 +66,682 +61%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$3.44M 166,087 +106,190 +177%
RIM
66
Rockbridge Investment Management
New York
$3.2M 154,492 -4,223 -3%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.17M 153,710 +4,088 +3%
FCI
68
Financial Counselors Inc
Kansas
$3M 144,697 – –
CWM
69
Congress Wealth Management
Massachusetts
$3M 144,625 -26,901 -16%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.98M 143,789 +14,045 +11%
FA
71
Fiduciary Alliance
South Carolina
$2.93M 141,507 +141,507 New
SC
72
Schoolcraft Capital
Colorado
$2.78M 134,244 -8,877 -6%
LIA
73
LifePlan Investment Advisors
North Carolina
$2.66M 128,273 +3,406 +3%
WCA
74
Waypoint Capital Advisors
Minnesota
$2.59M 125,106 +67,586 +118%
CPWM
75
Cypress Point Wealth Management
Texas
$2.59M 125,093 -22,580 -15%
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