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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
MAI Capital Management
Ohio
$1.38M +$411K +19,867 +42%
OIA
127
OneDigital Investment Advisors
Kansas
$1.35M +$37.4K +1,804 +3%
CAG
128
Curtis Advisory Group
California
$1.33M -$4.1K -198 -0.3%
B
129
Bensler
Washington
$1.33M -$344K -16,616 -21%
TAM
130
Trillium Asset Management
Massachusetts
$1.31M – – –
JWM
131
JFG Wealth Management
Colorado
$1.29M +$1.29M +62,218 New
SWM
132
SeaCrest Wealth Management
New York
$1.26M +$68.2K +3,347 +6%
VA
133
Valmark Advisers
Ohio
$1.26M +$601 +29 +0%
AWA
134
Alaska Wealth Advisors
Alaska
$1.21M +$100K +4,848 +9%
GT
135
Greenleaf Trust
Michigan
$1.2M – – –
ACA
136
Atlas Capital Advisors
Wyoming
$1.18M -$144K -6,965 -11%
GFP
137
Guardian Financial Partners
California
$1.18M +$342K +16,515 +41%
AA
138
Alesco Advisors
New York
$1.17M +$25.3K +1,220 +2%
BWM
139
BCS Wealth Management
Tennessee
$1.14M -$84.5K -4,080 -7%
HSA
140
HBK Sorce Advisory
Pennsylvania
$1.14M -$47.8K -2,309 -4%
BCM
141
Becker Capital Management
Oregon
$1.14M – – –
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$1.1M – – –
TWP
143
Tempus Wealth Planning
California
$1.09M +$89.1K +4,300 +9%
Corient Private Wealth
144
Corient Private Wealth
Florida
$1.07M +$540K +26,087 +101%
LAIC
145
Lederer & Associates Investment Counsel
California
$1.06M +$2.01K +97 +0.2%
WPW
146
Watershed Private Wealth
Illinois
$1.05M -$152K -7,346 -13%
CIP
147
Capital Insight Partners
Arizona
$1.04M -$108K -5,204 -9%
BSW
148
Buckingham Strategic Wealth
Missouri
$1.04M -$413K -19,951 -28%
WA
149
WBH Advisory
Maryland
$1.03M -$208K -10,034 -17%
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$1.01M -$82K -3,960 -7%
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