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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.13B
3
US Bancorp
3
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.5M
2
Creative Planning
2
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
PIS
5
POM Investment Strategies
North Carolina
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$6.53M 310,108 +145,428 +88%
AWM
52
Avior Wealth Management
Nebraska
$6.14M 291,421 +9,230 +3%
MNA
53
Manning & Napier Advisors
New York
$6.09M 289,276 +289,276 New
SWA
54
Stratos Wealth Advisors
Ohio
$5.72M 271,461 -7,552 -3%
UBS AM
55
UBS AM
Illinois
$5.66M 268,790 -33,620 -11%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$5.39M 256,000 +256,000 New
Morgan Stanley
57
Morgan Stanley
New York
$5.34M 253,581 -119,275 -32%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$5.3M 251,717 +125,143 +99%
W
59
WealthCollab
Washington
$5.29M 251,326 +16,996 +7%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$5.26M 249,557 +11,569 +5%
WCFP
61
White & Co Financial Planning
Washington
$5.15M 244,549 +244,549 New
MFT
62
Moisand Fitzgerald Tamayo
Florida
$4.67M 221,536 -11,203 -5%
PCM
63
Passive Capital Management
Maryland
$4.63M 220,079 +9,214 +4%
OFG
64
Omega Financial Group
California
$4.48M 212,532 -22,867 -10%
FFA
65
Farther Finance Advisors
California
$4.44M 210,945 +69,363 +49%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$4.34M 206,170 +5,148 +3%
ULWM
67
Upper Left Wealth Management
Florida
$4.29M 203,912 +1,261 +0.6%
AP
68
Appleton Partners
Massachusetts
$4.2M 199,386 -168 -0.1%
Goldman Sachs
69
Goldman Sachs
New York
$4.1M 194,470 – –
KWM
70
Kingsview Wealth Management
Oregon
$4.05M 192,186 +160,138 +500%
FA
71
Fiduciary Alliance
South Carolina
$3.97M 188,405 +14,901 +9%
AAS
72
Asset Allocation Strategies
Michigan
$3.91M 182,457 +97,306 +114%
EWP
73
Elevation Wealth Partners
California
$3.78M 179,366 -9,363 -5%
HighTower Advisors
74
HighTower Advisors
Illinois
$3.76M 178,718 -405,626 -69%
PFA
75
Pure Financial Advisors
California
$3.66M 173,986 -3,119 -2%
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