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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$887M
2
Charles Schwab
2
Charles Schwab
California
$464M
3
US Bancorp
3
US Bancorp
Minnesota
$461M
4
CSIA
4
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
5
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
3
Rational Advisors
New York
$38.3M
4
BSB
4
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$1.55M -$200K -10,265 -11%
Ameriprise
102
Ameriprise
Minnesota
$1.53M -$96.8K -4,956 -6%
AWS
103
Atria Wealth Solutions
New York
$1.45M +$34.9K +1,789 +2%
PA
104
Procyon Advisors
Connecticut
$1.44M -$69.3K -3,546 -5%
IA
105
IFG Advisors
Missouri
$1.43M -$37.9K -1,940 -3%
OIA
106
OneDigital Investment Advisors
Kansas
$1.43M +$57.3K +2,936 +4%
RW
107
REDW Wealth
New Mexico
$1.39M -$64.6K -3,309 -4%
Empower Advisory Group
108
Empower Advisory Group
Colorado
$1.38M -$122K -6,269 -8%
MML Investors Services
109
MML Investors Services
Massachusetts
$1.37M -$199K -10,202 -13%
BSW
110
Buckingham Strategic Wealth
Missouri
$1.37M +$673K +34,463 +97%
FA
111
FC Advisory
Pennsylvania
$1.35M +$28.3K +1,449 +2%
AWM
112
AE Wealth Management
Kansas
$1.34M -$35.3K -1,809 -3%
CAG
113
Curtis Advisory Group
California
$1.32M -$120K -6,121 -8%
CIP
114
Capital Insight Partners
Arizona
$1.3M -$162K -8,311 -11%
BCM
115
Becker Capital Management
Oregon
$1.26M – – –
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$1.25M -$363K -18,585 -23%
WA
117
WBH Advisory
Maryland
$1.23M +$38.6K +1,974 +3%
TAM
118
Trillium Asset Management
Massachusetts
$1.23M – – –
ISWM
119
Independent Solutions Wealth Management
New York
$1.23M +$74.7K +3,827 +6%
RC
120
Roundview Capital
New Jersey
$1.22M -$351K -17,976 -22%
WCA
121
Waypoint Capital Advisors
Minnesota
$1.21M -$36.3K -1,859 -3%
HSA
122
HBK Sorce Advisory
Pennsylvania
$1.18M -$888K -45,475 -43%
ACA
123
Atlas Capital Advisors
Wyoming
$1.16M -$250K -12,810 -18%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$1.15M -$12.1K -617 -1%
AAS
125
Avantax Advisory Services
Texas
$1.14M +$15.1K +774 +1%
3 4
5
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