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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
76
Interactive Financial Advisors
Illinois
$2.39M -$155K -7,959 -6%
SMC
77
Smith, Moore & Co
Missouri
$2.36M +$683 +35 +0%
PFC
78
Phocas Financial Corp
California
$2.34M +$1.42M +72,659 +153%
JCIA
79
Jackson Creek Investment Advisors
Colorado
$2.32M +$28.2K +1,445 +1%
PIMG
80
Patriot Investment Management Group
Tennessee
$2.32M -$248K -12,713 -10%
MCM
81
MAI Capital Management
Ohio
$2.31M -$18.4K -941 -0.8%
PFA
82
Pure Financial Advisors
California
$2.27M +$274K +14,057 +14%
AC
83
AWM Capital
Arizona
$2.16M +$780 +40 +0%
Truist Financial
84
Truist Financial
North Carolina
$2.16M -$635K -32,588 -23%
KBFS
85
Kohmann Bosshard Financial Services
Ohio
$2.13M -$190K -9,743 -8%
PCM
86
Passive Capital Management
Maryland
$2.1M +$77.3K +3,963 +4%
TYCC
87
Texas Yale Capital Corp
Florida
$2.09M +$142K +7,266 +7%
FCA
88
FLC Capital Advisors
California
$2.08M +$8.93K +458 +0.4%
HSA
89
HBK Sorce Advisory
Pennsylvania
$2.06M -$2.52M -129,089 -55%
CWM
90
Curi Wealth Management
North Carolina
$2.03M +$510K +26,152 +34%
FCIM
91
Fairview Capital Investment Management
California
$2M -$407K -20,850 -17%
PWA
92
Peterson Wealth Advisors
Utah
$1.95M +$179K +9,156 +10%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$1.94M +$1.94M +99,712 +9,971,200%
B
94
Bensler
Washington
$1.93M -$170K -8,698 -8%
HWA
95
HHM Wealth Advisors
Tennessee
$1.81M +$156 +8 +0%
MAS
96
Madden Advisory Services
Florida
$1.8M +$17.7K +907 +1%
CPIG
97
Chicago Partners Investment Group
Illinois
$1.79M -$90.5K -4,698 -5%
PWM
98
Perigon Wealth Management
California
$1.78M +$304K +15,600 +21%
BDF
99
Black Diamond Financial
Maryland
$1.77M +$91.9K +4,711 +5%
Bank of America
100
Bank of America
North Carolina
$1.74M -$117K -5,975 -6%
2 3
4
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