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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Greenleaf Trust
Michigan
$1.13M – – –
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$1.13M +$12.3K +632 +1%
GFS
128
GYL Financial Synergies
Connecticut
$1.13M -$190K -9,753 -14%
WPW
129
Watershed Private Wealth
Illinois
$1.13M -$159K -8,143 -12%
SWM
130
SeaCrest Wealth Management
New York
$1.12M -$18.3K -936 -2%
PCIA
131
Prime Capital Investment Advisors
Kansas
$1.09M +$1.09M +55,738 New
AA
132
Alesco Advisors
New York
$1.08M -$49K -2,510 -4%
VA
133
Valmark Advisers
Ohio
$1.08M +$81.2K +4,160 +8%
LAIC
134
Lederer & Associates Investment Counsel
California
$1.07M -$47K -2,408 -4%
GKWIM
135
Gerber Kawasaki Wealth & Investment Management
California
$1.04M -$102K -5,226 -9%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$1.04M – – –
GCA
137
Gradient Capital Advisors
California
$1.03M -$76K -3,889 -7%
AWA
138
Aletheian Wealth Advisors
Washington
$1.01M +$13.9K +712 +1%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$1M -$195K -10,006 -16%
AWA
140
Alaska Wealth Advisors
Alaska
$962K -$335K -17,175 -26%
TWP
141
Tempus Wealth Planning
California
$940K +$83.8K +4,291 +10%
RG
142
Retirement Group
California
$929K +$21.8K +1,114 +2%
BSB
143
Bangor Savings Bank
Maine
$926K -$7.24M -370,876 -89%
MWM
144
Mission Wealth Management
California
$921K -$39.9K -2,041 -4%
JWS
145
Juncture Wealth Strategies
Arizona
$903K -$201K -10,307 -18%
FFN
146
Focus Financial Network
Minnesota
$898K +$47.1K +2,413 +6%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$898K -$96K -4,917 -10%
CG
148
Colony Group
Massachusetts
$888K -$107K -5,457 -11%
LEFP
149
Leading Edge Financial Planning
Tennessee
$882K -$110K -5,655 -11%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$875K +$145K +7,433 +20%
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