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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B
3
MSA
3
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
4
US Bancorp
Minnesota
$545M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$544M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
3
BlackRock
New York
$73.2M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
5
UBS AM
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$5.25M 262,907 +1,202 +0.5%
LSAG
52
Lake Street Advisors Group
New Hampshire
$4.94M 245,236 -451,674 -65%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$4.81M 240,748 -1,003,941 -81%
EWM
54
Empirical Wealth Management
Washington
$4.78M 239,579 +2,764 +1%
W
55
WealthCollab
Washington
$4.68M 234,330 +951 +0.4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.59M 229,735 +3,731 +2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$4.44M 222,145 +11,507 +5%
Goldman Sachs
58
Goldman Sachs
New York
$4.38M 219,278 -109,357 -33%
PCM
59
Passive Capital Management
Maryland
$4.18M 209,478 +33,295 +19%
AP
60
Appleton Partners
Massachusetts
$4.02M 201,144 +1,811 +0.9%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.94M 197,378 -626 -0.3%
ULWM
62
Upper Left Wealth Management
Florida
$3.83M 191,784 +10,927 +6%
PFA
63
Pure Financial Advisors
California
$3.73M 186,599 +2,982 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.6M 180,412 +18,996 +12%
EWP
65
Elevation Wealth Partners
California
$3.56M 178,415 +14,353 +9%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$3.49M 174,668 -42,948 -20%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$3.43M 171,834 +94,751 +123%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.26M 163,060 +1,511 +0.9%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$3.25M 162,948 -9,338 -5%
VCP
70
Vista Capital Partners
Oregon
$3.25M 162,527 -29,511 -15%
FA
71
Fiduciary Alliance
South Carolina
$3.18M 160,022 +10,059 +7%
CWM
72
Congress Wealth Management
Massachusetts
$3.08M 154,371 +4,561 +3%
Bank of America
73
Bank of America
North Carolina
$3.07M 153,878 +66,228 +76%
FCI
74
Financial Counselors Inc
Kansas
$2.87M 143,837 -860 -0.6%
CWM
75
CIBC World Markets
New York
$2.85M 142,695 -15,553 -10%
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