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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.13B
3
US Bancorp
3
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.5M
2
Creative Planning
2
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
PIS
5
POM Investment Strategies
North Carolina
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$3.63M 172,360 +972 +0.6%
RWA
77
Rooted Wealth Advisors
Illinois
$3.48M 168,478 +5,560 +3%
EWM
78
Empirical Wealth Management
Washington
$3.45M 163,935 -18,193 -10%
SMC
79
Smith, Moore & Co
Missouri
$3.38M 160,498 +6,634 +4%
Raymond James Financial
80
Raymond James Financial
Florida
$3.36M 159,740 +159,740 New
Baird Financial Group
81
Baird Financial Group
Wisconsin
$3.35M 159,217 -5,180 -3%
CPWM
82
Cypress Point Wealth Management
Texas
$3.31M 157,276 +21,721 +16%
VCP
83
Vista Capital Partners
Oregon
$3.31M 157,234 -3,662 -2%
CWM
84
Congress Wealth Management
Massachusetts
$3.25M 154,127 +144 +0.1%
MFGP
85
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.14M 148,893 -21,422 -13%
JCIA
86
Jackson Creek Investment Advisors
Colorado
$3.11M 147,474 +3,696 +3%
SP
87
SWS Partners
Ohio
$3.04M 144,556 +29,354 +25%
BCM
88
Becker Capital Management
Oregon
$3M 142,331 – –
RH
89
RFG Holdings
Texas
$2.96M 140,676 +140,676 New
PWM
90
Perigon Wealth Management
California
$2.96M 139,873 +18,177 +15%
SC
91
Schoolcraft Capital
Colorado
$2.86M 135,806 -2,636 -2%
FCI
92
Financial Counselors Inc
Kansas
$2.78M 131,879 -11,958 -8%
CFP
93
Cascade Financial Partners
California
$2.72M 129,179 +3,121 +2%
LIA
94
LifePlan Investment Advisors
North Carolina
$2.71M 128,628 -2,658 -2%
CWM
95
CIBC World Markets
New York
$2.68M 127,291 -13,812 -10%
PCWA
96
Pacific Capital Wealth Advisors
California
$2.62M 124,294 – –
Osaic Holdings
97
Osaic Holdings
Arizona
$2.6M 123,260 +20,439 +20%
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$2.59M 122,801 -177,762 -59%
EP
99
EPIQ Partners
Minnesota
$2.54M 120,615 +69,715 +137%
BF
100
Brooklyn FI
New York
$2.53M 120,181 +40 +0%
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4
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