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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
AE Wealth Management
Kansas
$1.37M -$337K -17,274 -20%
OIA
127
OneDigital Investment Advisors
Kansas
$1.37M +$10.3K +530 +0.8%
GFS
128
GYL Financial Synergies
Connecticut
$1.32M -$5.82M -298,287 -81%
FA
129
FC Advisory
Pennsylvania
$1.32M +$52.1K +2,674 +4%
AWA
130
Alaska Wealth Advisors
Alaska
$1.3M +$99.6K +5,107 +8%
WPW
131
Watershed Private Wealth
Illinois
$1.29M -$16K -822 -1%
BCM
132
Becker Capital Management
Oregon
$1.26M +$1.26M +64,448 New
WCA
133
Waypoint Capital Advisors
Minnesota
$1.25M – – –
SWA
134
Strata Wealth Advisors
Texas
$1.25M +$661K +33,918 +113%
TAM
135
Trillium Asset Management
Massachusetts
$1.23M – – –
WA
136
WBH Advisory
Maryland
$1.19M +$1.19M +61,145 New
Natixis Advisors
137
Natixis Advisors
Massachusetts
$1.16M +$21.5K +1,104 +2%
ISWM
138
Independent Solutions Wealth Management
New York
$1.15M +$85.8K +4,400 +8%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$1.14M -$12.4K -634 -1%
SWM
140
SeaCrest Wealth Management
New York
$1.14M -$28.7K -1,473 -2%
GT
141
Greenleaf Trust
Michigan
$1.13M – – –
AA
142
Alesco Advisors
New York
$1.13M +$15K +769 +1%
AAS
143
Avantax Advisory Services
Texas
$1.12M -$780K -39,981 -41%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$1.12M +$205K +10,487 +22%
LAIC
145
Lederer & Associates Investment Counsel
California
$1.12M -$5.34K -274 -0.5%
GCA
146
Gradient Capital Advisors
California
$1.11M -$65.3K -3,348 -6%
JWS
147
Juncture Wealth Strategies
Arizona
$1.1M -$241K -12,338 -18%
TI
148
Truepoint Inc
Ohio
$1.03M -$1.74M -89,223 -63%
CFMC
149
Curbstone Financial Management Corp
New Hampshire
$1.03M -$27.3K -1,400 -3%
SWM
150
Sculati Wealth Management
Michigan
$1.02M -$45.5K -2,332 -4%
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