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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$887M
2
Charles Schwab
2
Charles Schwab
California
$464M
3
US Bancorp
3
US Bancorp
Minnesota
$461M
4
CSIA
4
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
5
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
3
Rational Advisors
New York
$38.3M
4
BSB
4
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
76
FLC Capital Advisors
California
$2.23M +$149K +7,650 +7%
PWM
77
Perigon Wealth Management
California
$2.13M +$354K +18,122 +20%
GWM
78
Geneos Wealth Management
Colorado
$2.13M -$378K -19,358 -15%
PCM
79
Passive Capital Management
Maryland
$2.12M +$12.9K +661 +0.6%
Truist Financial
80
Truist Financial
North Carolina
$2.11M -$58.6K -3,003 -3%
TYCC
81
Texas Yale Capital Corp
Florida
$2.08M -$9.77K -500 -0.5%
KBFS
82
Kohmann Bosshard Financial Services
Ohio
$2.06M -$74.4K -3,807 -3%
PAG
83
Private Advisor Group
New Jersey
$2.03M +$343K +17,510 +20%
AC
84
AWM Capital
Arizona
$2.01M -$154K -7,902 -7%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$2.01M -$1.24M -63,687 -38%
FCIM
86
Fairview Capital Investment Management
California
$2.01M +$1.47K +75 +0.1%
MCM
87
MAI Capital Management
Ohio
$1.98M -$333K -17,047 -14%
PFA
88
Pure Financial Advisors
California
$1.97M -$305K -15,613 -13%
PWA
89
Peterson Wealth Advisors
Utah
$1.93M -$41.1K -2,084 -2%
MAS
90
Madden Advisory Services
Florida
$1.92M +$120K +6,127 +7%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$1.82M +$125K +6,404 +7%
CPIG
92
Chicago Partners Investment Group
Illinois
$1.82M -$11.5K -580 -0.6%
ECM
93
Evergreen Capital Management
Washington
$1.81M +$128K +6,578 +8%
HWA
94
HHM Wealth Advisors
Tennessee
$1.79M -$18.3K -937 -1%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.77M +$243K +12,463 +16%
B
96
Bensler
Washington
$1.76M -$176K -9,005 -9%
BDF
97
Black Diamond Financial
Maryland
$1.76M -$15.2K -777 -0.9%
EPM
98
Elm Partners Management
Pennsylvania
$1.69M – – –
BA
99
Ballast Advisors
Minnesota
$1.65M +$35.4K +1,812 +2%
PWS
100
Peloton Wealth Strategists
Indiana
$1.62M +$143K +7,309 +10%
2 3
4
5 6