SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$555M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
4
US Bancorp
Minnesota
$529M
5
RA
5
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
101
Vivaldi Capital Management
Illinois
$1.99M 101,769 +920 +0.9%
TYCC
102
Texas Yale Capital Corp
Florida
$1.98M 97,537 – –
PIMG
103
Patriot Investment Management Group
Tennessee
$1.97M 96,958 -1,895 -2%
JFGLC
104
Johnson Financial Group LLC (Colorado)
Colorado
$1.96M 96,686 -575 -0.6%
GCP
105
GSA Capital Partners
United Kingdom
$1.96M 96,402 +96,402 New
ACA
106
Atlas Capital Advisors
Wyoming
$1.92M 94,623 +37,527 +66%
PWA
107
Peterson Wealth Advisors
Utah
$1.92M 94,511 -1,232 -1%
DCM
108
Davis Capital Management
Florida
$1.92M 96,015 +1,583 +2%
PS
109
Principal Securities
Iowa
$1.91M 93,997 -1,757 -2%
BA
110
Ballast Advisors
Minnesota
$1.87M 92,039 +9,800 +12%
Osaic Holdings
111
Osaic Holdings
Arizona
$1.86M 91,399 -387 -0.4%
HWA
112
HHM Wealth Advisors
Tennessee
$1.85M 91,174 -1,471 -2%
MAS
113
Madden Advisory Services
Florida
$1.83M 90,107 +1,169 +1%
MWM
114
Modera Wealth Management
New Jersey
$1.82M 89,690 +73,650 +459%
BDF
115
Black Diamond Financial
Maryland
$1.79M 86,335 – –
Bank of America
116
Bank of America
North Carolina
$1.78M 87,650 +15,287 +21%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.78M 87,634 +52,235 +148%
CAM
118
Cresset Asset Management
Illinois
$1.77M 87,043 +56 +0.1%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$1.74M 85,483 -4,801 -5%
ISWM
120
Independent Solutions Wealth Management
New York
$1.73M 85,025 +1,622 +2%
MOS
121
MGO One Seven
Ohio
$1.7M 83,933 +83,933 New
LWMNY
122
Landmark Wealth Management (New York)
New York
$1.66M 81,505 +1,245 +2%
CL
123
Choreo LLC
Illinois
$1.59M 78,549 +6,016 +8%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$1.57M 77,083 +5,809 +8%
PWS
125
Peloton Wealth Strategists
Indiana
$1.56M 76,802 -3,280 -4%
3 4
5
6 7