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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$1.08M +$100K +5,657 +10%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$1.06M +$21K +1,181 +2%
WA
128
WBH Advisory
Maryland
$1.06M -$60.5K -3,410 -5%
AAS
129
Avantax Advisory Services
Texas
$1.06M +$21.9K +1,236 +2%
BWM
130
BCS Wealth Management
Tennessee
$1.05M +$1.05M +59,254 New
SWM
131
SeaCrest Wealth Management
New York
$1.04M +$19.8K +1,117 +2%
GT
132
Greenleaf Trust
Michigan
$1.03M – – –
WPW
133
Watershed Private Wealth
Illinois
$1.03M +$284 +16 +0%
WCA
134
Waypoint Capital Advisors
Minnesota
$1.02M -$83.1K -4,684 -8%
HSA
135
HBK Sorce Advisory
Pennsylvania
$1.02M -$51.6K -2,907 -5%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1M -$131K -7,406 -12%
CIP
137
Capital Insight Partners
Arizona
$983K -$196K -11,057 -17%
AA
138
Alesco Advisors
New York
$983K – – –
BCM
139
Becker Capital Management
Oregon
$976K -$168K -9,486 -15%
CG
140
Colony Group
Massachusetts
$962K +$155K +8,715 +19%
AWA
141
Alaska Wealth Advisors
Alaska
$949K +$75K +4,226 +9%
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$941K – – –
GKWIM
143
Gerber Kawasaki Wealth & Investment Management
California
$939K -$9.05K -510 -1%
HWA
144
Hillcrest Wealth Advisors
New Jersey
$913K +$618K +34,825 +209%
LAIC
145
Lederer & Associates Investment Counsel
California
$905K -$69.2K -3,901 -7%
TWP
146
Tempus Wealth Planning
California
$861K +$6.91K +389 +0.8%
GCA
147
Gradient Capital Advisors
California
$859K -$81.7K -4,604 -9%
MCM
148
MAI Capital Management
Ohio
$834K -$969K -54,591 -54%
RG
149
Retirement Group
California
$825K -$19.7K -1,111 -2%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$820K -$91.6K -5,160 -10%
4 5
6
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