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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
76
Rooted Wealth Advisors
Illinois
$3.66M 162,918 +131,087 +412%
ACA
77
Atlas Capital Advisors
Wyoming
$3.6M 155,215 +77,412 +99%
CWM
78
Congress Wealth Management
Massachusetts
$3.57M 153,983 -388 -0.3%
SMC
79
Smith, Moore & Co
Missouri
$3.57M 153,864 +22,651 +17%
FCI
80
Financial Counselors Inc
Kansas
$3.33M 143,837 – –
JCIA
81
Jackson Creek Investment Advisors
Colorado
$3.33M 143,778 +1,591 +1%
BCM
82
Becker Capital Management
Oregon
$3.3M 142,331 +87,369 +159%
FFA
83
Farther Finance Advisors
California
$3.28M 141,582 +137,507 +3,374%
CWM
84
CIBC World Markets
New York
$3.27M 141,103 -1,592 -1%
SC
85
Schoolcraft Capital
Colorado
$3.21M 138,442 -1,726 -1%
CPWM
86
Cypress Point Wealth Management
Texas
$3.14M 135,555 +4,927 +4%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$3.05M 131,750 -97,985 -43%
LIA
88
LifePlan Investment Advisors
North Carolina
$3.04M 131,286 -2,667 -2%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.91M 126,574 +14,959 +13%
PCWA
90
Pacific Capital Wealth Advisors
California
$2.88M 124,294 – –
CFP
91
Cascade Financial Partners
California
$2.87M 126,058 -6,392 -5%
PWM
92
Perigon Wealth Management
California
$2.82M 121,696 +5,520 +5%
BF
93
Brooklyn FI
New York
$2.78M 120,141 -1,315 -1%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$2.76M 119,300 +356 +0.3%
SP
95
SWS Partners
Ohio
$2.67M 115,202 -19,586 -15%
JFG
96
JMG Financial Group
Illinois
$2.57M 110,745 -17,532 -14%
FCIM
97
Fairview Capital Investment Management
California
$2.51M 108,325 – –
KOC
98
Koss-Olinger Consulting
Florida
$2.45M 105,742 – –
GMA
99
Glassy Mountain Advisors
Maryland
$2.42M 104,290 +4,489 +4%
Osaic Holdings
100
Osaic Holdings
Arizona
$2.38M 102,821 -6,732 -6%
2 3
4
5 6