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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DCM
101
Davis Capital Management
Florida
$1.96M 94,432 +94,432 New
HWA
102
HHM Wealth Advisors
Tennessee
$1.92M 92,645 +2,944 +3%
Osaic Holdings
103
Osaic Holdings
Arizona
$1.9M 91,786 -14,970 -14%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$1.89M 91,359 -16,596 -15%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$1.87M 90,284 +33,676 +59%
MAS
106
Madden Advisory Services
Florida
$1.84M 88,938 -614 -0.7%
CAM
107
Cresset Asset Management
Illinois
$1.8M 86,987 +86,987 New
BDF
108
Black Diamond Financial
Maryland
$1.79M 86,335 -3,344 -4%
ISWM
109
Independent Solutions Wealth Management
New York
$1.73M 83,403 +3,613 +5%
BA
110
Ballast Advisors
Minnesota
$1.7M 82,239 -2,678 -3%
LWMNY
111
Landmark Wealth Management (New York)
New York
$1.66M 80,260 +4,105 +5%
AAS
112
Avantax Advisory Services
Texas
$1.66M 80,229 +20,682 +35%
PWS
113
Peloton Wealth Strategists
Indiana
$1.66M 80,082 -1,931 -2%
CPIG
114
Chicago Partners Investment Group
Illinois
$1.62M 82,078 -10,766 -12%
RW
115
REDW Wealth
New Mexico
$1.62M 78,188 +7,478 +11%
CL
116
Choreo LLC
Illinois
$1.5M 72,533 +31,854 +78%
Bank of America
117
Bank of America
North Carolina
$1.5M 72,363 -7,794 -10%
AWM
118
AE Wealth Management
Kansas
$1.5M 75,336 +11,700 +18%
MRC
119
Millburn Ridgefield Corp
New York
$1.49M 72,050 +6,333 +10%
VWA
120
Valued Wealth Advisors
Utah
$1.48M 83,294 +83,294 New
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$1.48M 71,274 +71,274 New
PAG
122
Private Advisor Group
New Jersey
$1.47M 71,083 -22,399 -24%
FA
123
FC Advisory
Pennsylvania
$1.47M 70,930 +7,659 +12%
IA
124
IFG Advisors
Missouri
$1.44M 69,492 -2,113 -3%
ACM
125
AlphaStar Capital Management
North Carolina
$1.43M 69,258 +35,968 +108%
3 4
5
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