SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$7.97M 344,088 -12,655 -4%
KF
52
Krilogy Financial
Missouri
$7.91M 341,585 -11,307 -3%
UBS AM
53
UBS AM
Illinois
$7.01M 302,410 +302,410 New
Tudor Investment Corp
54
Tudor Investment Corp
Connecticut
$6.96M 300,563 +300,563 New
AWM
55
Avior Wealth Management
Nebraska
$6.54M 282,191 +12,042 +4%
SWA
56
Stratos Wealth Advisors
Ohio
$6.46M 279,013 +16,106 +6%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$5.48M 237,988 +15,843 +7%
OFG
58
Omega Financial Group
California
$5.45M 235,399 -32,786 -12%
W
59
WealthCollab
Washington
$5.43M 234,330 – –
MFT
60
Moisand Fitzgerald Tamayo
Florida
$5.39M 232,739 -8,009 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$5.05M 217,850 +126,319 +138%
PCM
62
Passive Capital Management
Maryland
$4.89M 210,865 +1,387 +0.7%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$4.66M 201,022 +3,644 +2%
AP
64
Appleton Partners
Massachusetts
$4.62M 199,554 -1,590 -0.8%
ULWM
65
Upper Left Wealth Management
Florida
$4.58M 202,651 +10,867 +6%
Goldman Sachs
66
Goldman Sachs
New York
$4.51M 194,470 -24,808 -11%
EWP
67
Elevation Wealth Partners
California
$4.37M 188,729 +10,314 +6%
EWM
68
Empirical Wealth Management
Washington
$4.22M 182,128 -57,451 -24%
PFA
69
Pure Financial Advisors
California
$4.1M 177,105 -9,494 -5%
FA
70
Fiduciary Alliance
South Carolina
$4.02M 173,504 +13,482 +8%
Bank of America
71
Bank of America
North Carolina
$3.97M 171,388 +17,510 +11%
MFGP
72
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.95M 170,315 +7,255 +4%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$3.82M 164,680 -7,154 -4%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$3.81M 164,397 +1,449 +0.9%
VCP
75
Vista Capital Partners
Oregon
$3.73M 160,896 -1,631 -1%
1 2
3
4 5