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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JCIA
76
Jackson Creek Investment Advisors
Colorado
$2.58M 124,568 +4,003 +3%
SMC
77
Smith, Moore & Co
Missouri
$2.57M 123,856 +4,433 +4%
SP
78
SWS Partners
Ohio
$2.56M 123,625 -4,473 -3%
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$2.54M 122,575 +28,453 +30%
BF
80
Brooklyn FI
New York
$2.53M 122,016 +122,016 New
GFS
81
GYL Financial Synergies
Connecticut
$2.5M 120,701 +15,951 +15%
JFG
82
JMG Financial Group
Illinois
$2.47M 119,125 -17,143 -13%
JFA
83
JNBA Financial Advisors
Minnesota
$2.41M 116,328 -6,304 -5%
PWM
84
Perigon Wealth Management
California
$2.37M 114,227 +3,822 +3%
Truist Financial
85
Truist Financial
North Carolina
$2.33M 112,347 +8,481 +8%
FCIM
86
Fairview Capital Investment Management
California
$2.29M 110,500 +17,105 +18%
PCWA
87
Pacific Capital Wealth Advisors
California
$2.25M 108,447 +3,678 +4%
KOC
88
Koss-Olinger Consulting
Florida
$2.19M 105,685 – –
Empower Advisory Group
89
Empower Advisory Group
Colorado
$2.19M 105,635 +38,195 +57%
GWM
90
Geneos Wealth Management
Colorado
$2.19M 105,529 -2,052 -2%
BC
91
Brio Consultants
California
$2.18M 105,129 +65,047 +162%
EWP
92
Elevation Wealth Partners
California
$2.16M 121,642 +121,642 New
AC
93
AWM Capital
Arizona
$2.13M 102,944 – –
PIMG
94
Patriot Investment Management Group
Tennessee
$2.05M 98,853 -19,397 -16%
TYCC
95
Texas Yale Capital Corp
Florida
$2.02M 97,537 -9,770 -9%
JFGLC
96
Johnson Financial Group LLC (Colorado)
Colorado
$2.01M 97,261 +97,261 New
PS
97
Principal Securities
Iowa
$1.98M 95,754 +95,754 New
PWA
98
Peterson Wealth Advisors
Utah
$1.98M 95,743 -9,292 -9%
GMA
99
Glassy Mountain Advisors
Maryland
$1.96M 94,782 +15,682 +20%
VCM
100
Vivaldi Capital Management
Illinois
$1.96M 100,849 +39,031 +63%
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