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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$555M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
4
US Bancorp
Minnesota
$529M
5
RA
5
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
76
Financial Counselors Inc
Kansas
$2.94M 144,697 – –
CFP
77
Cascade Financial Partners
California
$2.8M 145,302 +145,302 New
PCIA
78
Prime Capital Investment Advisors
Kansas
$2.7M 132,944 +114,336 +614%
SC
79
Schoolcraft Capital
Colorado
$2.69M 132,524 -1,720 -1%
SMC
80
Smith, Moore & Co
Missouri
$2.68M 132,000 +8,144 +7%
SP
81
SWS Partners
Ohio
$2.66M 130,841 +7,216 +6%
JCIA
82
Jackson Creek Investment Advisors
Colorado
$2.63M 129,628 +5,060 +4%
JFG
83
JMG Financial Group
Illinois
$2.63M 129,367 +10,242 +9%
CPWM
84
Cypress Point Wealth Management
Texas
$2.61M 128,436 +3,343 +3%
LIA
85
LifePlan Investment Advisors
North Carolina
$2.6M 128,261 -12 -0%
SAG
86
SageView Advisory Group
California
$2.58M 56,123 +56,123 New
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.56M 126,109 +3,534 +3%
BF
88
Brooklyn FI
New York
$2.47M 121,444 -572 -0.5%
PWM
89
Perigon Wealth Management
California
$2.46M 120,975 +6,748 +6%
Truist Financial
90
Truist Financial
North Carolina
$2.38M 116,998 +4,651 +4%
GFS
91
GYL Financial Synergies
Connecticut
$2.25M 110,646 -10,055 -8%
FCIM
92
Fairview Capital Investment Management
California
$2.23M 109,975 -525 -0.5%
PCWA
93
Pacific Capital Wealth Advisors
California
$2.2M 108,447 – –
BC
94
Brio Consultants
California
$2.11M 103,953 -1,176 -1%
Empower Advisory Group
95
Empower Advisory Group
Colorado
$2.09M 103,017 -2,618 -2%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$2.09M 83,425 -7,934 -9%
AC
97
AWM Capital
Arizona
$2.09M 102,850 -94 -0.1%
WCA
98
Waypoint Capital Advisors
Minnesota
$2.07M 102,107 -22,999 -18%
GWM
99
Geneos Wealth Management
Colorado
$2.05M 101,058 -4,471 -4%
GMA
100
Glassy Mountain Advisors
Maryland
$2.01M 99,092 +4,310 +5%
2 3
4
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