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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.13B
3
US Bancorp
3
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.5M
2
Creative Planning
2
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
PIS
5
POM Investment Strategies
North Carolina
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
101
Black Diamond Financial
Maryland
$2.48M 117,797 +34,042 +41%
GMA
102
Glassy Mountain Advisors
Maryland
$2.47M 117,412 +13,122 +13%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$2.38M 113,032 -6,268 -5%
SWM
104
Sagace Wealth Management
Florida
$2.32M 110,289 +110,289 New
FCIM
105
Fairview Capital Investment Management
California
$2.29M 108,973 +648 +0.6%
JFG
106
JMG Financial Group
Illinois
$2.28M 108,430 -2,315 -2%
JFGLC
107
Johnson Financial Group LLC (Colorado)
Colorado
$2.23M 105,772 +25,822 +32%
KOC
108
Koss-Olinger Consulting
Florida
$2.23M 105,749 +7 +0%
BC
109
Brio Consultants
California
$2.15M 102,291 +963 +1%
BA
110
Ballast Advisors
Minnesota
$2.13M 101,019 +5,479 +6%
MAS
111
Madden Advisory Services
Florida
$2.12M 100,780 +2,667 +3%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$2.12M 100,750 +66,993 +198%
TYCC
113
Texas Yale Capital Corp
Florida
$2.1M 99,637 +3,250 +3%
AC
114
AWM Capital
Arizona
$2.09M 99,358 – –
AAS
115
Avantax Advisory Services
Texas
$2.04M 96,647 +4,835 +5%
PIMG
116
Patriot Investment Management Group
Tennessee
$2.02M 96,017 -2,548 -3%
GFP
117
Guardian Financial Partners
California
$1.95M 92,796 +14,347 +18%
GWM
118
Geneos Wealth Management
Colorado
$1.94M 92,344 -311 -0.3%
DCM
119
Davis Capital Management
Florida
$1.94M 92,215 -2,118 -2%
HWA
120
HHM Wealth Advisors
Tennessee
$1.91M 90,768 +3,091 +4%
MCM
121
MAI Capital Management
Ohio
$1.91M 90,558 +18,673 +26%
MWM
122
Modera Wealth Management
New Jersey
$1.87M 88,958 -761 -0.8%
CAM
123
Cresset Asset Management
Illinois
$1.79M 85,142 -50 -0.1%
PWA
124
Peterson Wealth Advisors
Utah
$1.71M 81,134 -3,631 -4%
LWMNY
125
Landmark Wealth Management (New York)
New York
$1.71M 81,013 +2,687 +3%
3 4
5
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