SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B
3
MSA
3
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
4
US Bancorp
Minnesota
$545M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$544M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
3
BlackRock
New York
$73.2M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
5
UBS AM
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JCIA
76
Jackson Creek Investment Advisors
Colorado
$2.84M 142,187 +12,559 +10%
RIM
77
Rockbridge Investment Management
New York
$2.81M 140,571 -12,097 -8%
SC
78
Schoolcraft Capital
Colorado
$2.8M 140,168 +7,644 +6%
SP
79
SWS Partners
Ohio
$2.69M 134,788 +3,947 +3%
LIA
80
LifePlan Investment Advisors
North Carolina
$2.68M 133,953 +5,692 +4%
CFP
81
Cascade Financial Partners
California
$2.65M 132,450 -12,852 -9%
SMC
82
Smith, Moore & Co
Missouri
$2.62M 131,213 -787 -0.6%
CPWM
83
Cypress Point Wealth Management
Texas
$2.61M 130,628 +2,192 +2%
JFG
84
JMG Financial Group
Illinois
$2.56M 128,277 -1,090 -0.8%
PCWA
85
Pacific Capital Wealth Advisors
California
$2.48M 124,294 +15,847 +15%
BF
86
Brooklyn FI
New York
$2.43M 121,456 +12 +0%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$2.38M 118,944 -7,165 -6%
PWM
88
Perigon Wealth Management
California
$2.32M 116,176 -4,799 -4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.23M 111,615 +28,190 +34%
Osaic Holdings
90
Osaic Holdings
Arizona
$2.19M 109,553 +18,154 +20%
FCIM
91
Fairview Capital Investment Management
California
$2.16M 108,325 -1,650 -2%
Truist Financial
92
Truist Financial
North Carolina
$2.15M 107,501 -9,497 -8%
KOC
93
Koss-Olinger Consulting
Florida
$2.11M 105,742 +105,742 New
BC
94
Brio Consultants
California
$2.06M 102,947 -1,006 -1%
GWM
95
Geneos Wealth Management
Colorado
$2.04M 101,961 +903 +0.9%
AAS
96
Avantax Advisory Services
Texas
$2M 100,095 +26,027 +35%
PIMG
97
Patriot Investment Management Group
Tennessee
$2M 100,033 +3,075 +3%
GMA
98
Glassy Mountain Advisors
Maryland
$1.99M 99,801 +709 +0.7%
AC
99
AWM Capital
Arizona
$1.98M 99,358 -3,492 -3%
GFS
100
GYL Financial Synergies
Connecticut
$1.93M 96,734 -13,912 -13%
2 3
4
5 6