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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$1.96M 110,405 +1,152 +1%
FCA
77
FLC Capital Advisors
California
$1.96M 110,285 -4,134 -4%
PCM
78
Passive Capital Management
Maryland
$1.94M 109,026 +552 +0.5%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.92M 107,955 +14,732 +16%
GWM
80
Geneos Wealth Management
Colorado
$1.91M 107,581 -1,302 -1%
TYCC
81
Texas Yale Capital Corp
Florida
$1.9M 107,307 +874 +0.8%
Osaic Holdings
82
Osaic Holdings
Arizona
$1.9M 106,756 +16,383 +18%
KOC
83
Koss-Olinger Consulting
Florida
$1.88M 105,685 +105,685 New
PWA
84
Peterson Wealth Advisors
Utah
$1.86M 105,035 +7,305 +7%
PCWA
85
Pacific Capital Wealth Advisors
California
$1.86M 104,769 -58,408 -36%
GFS
86
GYL Financial Synergies
Connecticut
$1.86M 104,750 +46,743 +81%
Truist Financial
87
Truist Financial
North Carolina
$1.84M 103,866 -3,963 -4%
PFA
88
Pure Financial Advisors
California
$1.84M 103,516 +2,824 +3%
AC
89
AWM Capital
Arizona
$1.83M 102,944 – –
Bank of New York Mellon
90
Bank of New York Mellon
New York
$1.81M 102,003 -703 -0.7%
Citadel Advisors
91
Citadel Advisors
Florida
$1.72M 96,899 +80,531 +492%
ECM
92
Evergreen Capital Management
Washington
$1.67M 94,359 +1,932 +2%
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$1.67M 94,122 -11,271 -11%
PAG
94
Private Advisor Group
New Jersey
$1.66M 93,482 -10,349 -10%
FCIM
95
Fairview Capital Investment Management
California
$1.66M 93,395 -9,295 -9%
HWA
96
HHM Wealth Advisors
Tennessee
$1.59M 89,701 -1,969 -2%
BDF
97
Black Diamond Financial
Maryland
$1.59M 89,679 -191 -0.2%
MAS
98
Madden Advisory Services
Florida
$1.59M 89,552 -8,662 -9%
AWA
99
Aletheian Wealth Advisors
Washington
$1.58M 88,780 +37,054 +72%
CPIG
100
Chicago Partners Investment Group
Illinois
$1.57M 92,844 +767 +0.8%
2 3
4
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