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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EPM
101
Elm Partners Management
Pennsylvania
$1.54M 86,692 – –
BA
102
Ballast Advisors
Minnesota
$1.51M 84,917 +601 +0.7%
PWS
103
Peloton Wealth Strategists
Indiana
$1.46M 82,013 -841 -1%
B
104
Bensler
Washington
$1.44M 80,875 -9,098 -10%
Bank of America
105
Bank of America
North Carolina
$1.42M 80,157 +1,003 +1%
ISWM
106
Independent Solutions Wealth Management
New York
$1.42M 79,790 +16,816 +27%
TRCT
107
Tower Research Capital (TRC)
New York
$1.41M 79,467 +79,467 New
Ameriprise
108
Ameriprise
Minnesota
$1.41M 79,252 +951 +1%
GMA
109
Glassy Mountain Advisors
Maryland
$1.38M 79,100 +79,100 New
LWMNY
110
Landmark Wealth Management (New York)
New York
$1.35M 76,155 +76,155 New
Goldman Sachs
111
Goldman Sachs
New York
$1.31M 74,053 +49,158 +197%
IA
112
IFG Advisors
Missouri
$1.27M 71,605 -1,695 -2%
RW
113
REDW Wealth
New Mexico
$1.26M 70,710 -461 -0.6%
BSW
114
Buckingham Strategic Wealth
Missouri
$1.24M 70,034 +121 +0.2%
Empower Advisory Group
115
Empower Advisory Group
Colorado
$1.2M 67,440 -3,242 -5%
MRC
116
Millburn Ridgefield Corp
New York
$1.17M 65,717 -1,299,285 -95%
CAG
117
Curtis Advisory Group
California
$1.15M 64,571 -2,852 -4%
MML Investors Services
118
MML Investors Services
Massachusetts
$1.15M 64,563 -5,573 -8%
ACA
119
Atlas Capital Advisors
Wyoming
$1.14M 64,061 +4,726 +8%
AWM
120
AE Wealth Management
Kansas
$1.13M 63,636 -4,867 -7%
OIA
121
OneDigital Investment Advisors
Kansas
$1.13M 63,501 -9,583 -13%
FA
122
FC Advisory
Pennsylvania
$1.12M 63,271 -5,761 -8%
TAM
123
Trillium Asset Management
Massachusetts
$1.12M 63,000 – –
RC
124
Roundview Capital
New Jersey
$1.1M 62,202 -223 -0.4%
VCM
125
Vivaldi Capital Management
Illinois
$1.1M 61,818 +61,818 New
3 4
5
6 7