SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
101
Brio Consultants
California
$2.35M 101,328 -1,619 -2%
RIM
102
Rockbridge Investment Management
New York
$2.31M 99,549 -41,022 -29%
AC
103
AWM Capital
Arizona
$2.3M 99,358 – –
PIMG
104
Patriot Investment Management Group
Tennessee
$2.28M 98,565 -1,468 -1%
MAS
105
Madden Advisory Services
Florida
$2.27M 98,113 +4,352 +5%
GFS
106
GYL Financial Synergies
Connecticut
$2.25M 96,924 +190 +0.2%
TYCC
107
Texas Yale Capital Corp
Florida
$2.23M 96,387 +680 +0.7%
BA
108
Ballast Advisors
Minnesota
$2.21M 95,540 -770 -0.8%
DCM
109
Davis Capital Management
Florida
$2.19M 94,333 -297 -0.3%
GWM
110
Geneos Wealth Management
Colorado
$2.15M 92,655 -9,306 -9%
AAS
111
Avantax Advisory Services
Texas
$2.13M 91,812 -8,283 -8%
MWM
112
Modera Wealth Management
New Jersey
$2.08M 89,719 +634 +0.7%
HWA
113
HHM Wealth Advisors
Tennessee
$2.03M 87,677 +1,143 +1%
CAM
114
Cresset Asset Management
Illinois
$1.97M 85,192 +6 +0%
AAS
115
Asset Allocation Strategies
Michigan
$1.97M 85,151 +67,484 +382%
CL
116
Choreo LLC
Illinois
$1.97M 85,568 -3,568 -4%
PWA
117
Peterson Wealth Advisors
Utah
$1.96M 84,765 -5,228 -6%
BDF
118
Black Diamond Financial
Maryland
$1.94M 83,755 +995 +1%
WCA
119
Waypoint Capital Advisors
Minnesota
$1.92M 82,690 -6,381 -7%
ISWM
120
Independent Solutions Wealth Management
New York
$1.9M 82,058 +727 +0.9%
PWS
121
Peloton Wealth Strategists
Indiana
$1.85M 79,955 +3,890 +5%
JFGLC
122
Johnson Financial Group LLC (Colorado)
Colorado
$1.85M 79,950 – –
GFP
123
Guardian Financial Partners
California
$1.82M 78,449 +6,445 +9%
LWMNY
124
Landmark Wealth Management (New York)
New York
$1.82M 78,326 +78,326 New
OIA
125
OneDigital Investment Advisors
Kansas
$1.8M 77,761 -1,841 -2%
3 4
5
6 7