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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$555M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
4
US Bancorp
Minnesota
$529M
5
RA
5
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$5.08M -$663K -32,683 -12%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$4.94M +$79.4K +3,910 +2%
EWM
53
Empirical Wealth Management
Washington
$4.81M -$95.4K -4,698 -2%
W
54
WealthCollab
Washington
$4.74M +$32.8K +1,618 +0.7%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$4.59M +$3.7M +182,141 +415%
Morgan Stanley
56
Morgan Stanley
New York
$4.45M -$4.53M -223,353 -50%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$4.42M +$4.42M +217,616 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$4.28M -$71.6K -3,525 -2%
AP
59
Appleton Partners
Massachusetts
$4.05M +$245K +12,047 +6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$4.02M +$4.02M +198,004 New
VCP
61
Vista Capital Partners
Oregon
$3.9M -$111K -5,490 -3%
CAN
62
Cetera Advisor Networks
California
$3.82M +$190K +9,359 +5%
FFM
63
Forum Financial Management
Illinois
$3.77M +$3.77M +185,661 New
PFA
64
Pure Financial Advisors
California
$3.73M -$6.01K -296 -0.2%
ULWM
65
Upper Left Wealth Management
Florida
$3.67M -$15K -738 -0.4%
EPM
66
Elm Partners Management
Pennsylvania
$3.64M +$2.76M +135,763 +313%
PCM
67
Passive Capital Management
Maryland
$3.58M +$9.64K +475 +0.3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$3.5M -$569K -28,033 -14%
EWP
69
Elevation Wealth Partners
California
$3.33M +$861K +42,420 +35%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.28M +$361K +17,760 +12%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.28M +$156K +7,706 +5%
CWM
72
CIBC World Markets
New York
$3.21M +$2.86M +140,681 +801%
RIM
73
Rockbridge Investment Management
New York
$3.1M -$37K -1,824 -1%
CWM
74
Congress Wealth Management
Massachusetts
$3.04M +$105K +5,185 +4%
FA
75
Fiduciary Alliance
South Carolina
$3M +$169K +8,456 +6%
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