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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B
3
MSA
3
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
4
US Bancorp
Minnesota
$545M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$544M
2
MFT
2
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
3
BlackRock
New York
$73.2M
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
5
UBS AM
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BA
101
Ballast Advisors
Minnesota
$1.92M 96,310 +4,271 +5%
TYCC
102
Texas Yale Capital Corp
Florida
$1.91M 95,707 -1,830 -2%
MAS
103
Madden Advisory Services
Florida
$1.87M 93,761 +3,654 +4%
DCM
104
Davis Capital Management
Florida
$1.87M 94,630 -1,385 -1%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.83M 91,531 +3,897 +4%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.82M 91,220 +5,737 +7%
PWA
107
Peterson Wealth Advisors
Utah
$1.8M 89,993 -4,518 -5%
MWM
108
Modera Wealth Management
New Jersey
$1.78M 89,085 -605 -0.7%
WCA
109
Waypoint Capital Advisors
Minnesota
$1.78M 89,071 -13,036 -13%
MRC
110
Millburn Ridgefield Corp
New York
$1.77M 88,727 +15,369 +21%
CL
111
Choreo LLC
Illinois
$1.76M 89,136 +10,587 +13%
PS
112
Principal Securities
Iowa
$1.74M 86,959 -7,038 -7%
HWA
113
HHM Wealth Advisors
Tennessee
$1.73M 86,534 -4,640 -5%
CAM
114
Cresset Asset Management
Illinois
$1.72M 85,186 -1,857 -2%
BDF
115
Black Diamond Financial
Maryland
$1.65M 82,760 -3,575 -4%
ISWM
116
Independent Solutions Wealth Management
New York
$1.62M 81,331 -3,694 -4%
JFGLC
117
Johnson Financial Group LLC (Colorado)
Colorado
$1.6M 79,950 -16,736 -17%
OIA
118
OneDigital Investment Advisors
Kansas
$1.59M 79,602 +11,840 +17%
ACA
119
Atlas Capital Advisors
Wyoming
$1.55M 77,803 -16,820 -18%
BBA
120
Braun-Bostich & Associates
Pennsylvania
$1.53M 76,548 +29,411 +62%
PWS
121
Peloton Wealth Strategists
Indiana
$1.52M 76,065 -737 -1%
CPIG
122
Chicago Partners Investment Group
Illinois
$1.5M 69,903 -6,276 -8%
SOADOR
123
State of Alaska Department of Revenue
Alaska
$1.49M 74,527 +328 +0.4%
FA
124
FC Advisory
Pennsylvania
$1.48M 74,066 +2,459 +3%
MCM
125
MAI Capital Management
Ohio
$1.46M 73,135 +1,896 +3%
3 4
5
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