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Schwab US REIT ETF
SCHH

498 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 195 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,184% more call options, than puts

Call options by funds: $731K | Put options by funds: $32K

21% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 161

1% less capital invested

Capital invested by funds: $5.12B → $5.08B (-$35.2M)

0.96% less ownership

Funds ownership: 79.24% → 78.28% (-0.96%)

6% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 54

2% less funds holding

Funds holding: 507 → 498 (-9)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
498
Holders Change
-9
Holders Change %
-1.78%
% of All Funds
7.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
51
Increased
195
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$50M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$38.2M
3
CSIA
Charles Schwab Investment Advisory
California
+$29.5M
4
US Bancorp
US Bancorp
Minnesota
+$20.1M
5
RA
Rational Advisors
New York
+$13.8M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$106M
2
Cerity Partners
Cerity Partners
New York
-$63.6M
3
Creative Planning
Creative Planning
Kansas
-$17.5M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$15.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
126
HRT Financial
New York
$1.52M +$1.5M +74,717 New
SOADOR
127
State of Alaska Department of Revenue
Alaska
$1.51M +$1.05M +52,148 +236%
AAS
128
Avantax Advisory Services
Texas
$1.5M -$124K -6,161 -8%
MRC
129
Millburn Ridgefield Corp
New York
$1.49M +$26.2K +1,308 +2%
FA
130
FC Advisory
Pennsylvania
$1.45M +$13.6K +677 +1%
MCM
131
MAI Capital Management
Ohio
$1.45M +$88.2K +4,400 +7%
CPIG
132
Chicago Partners Investment Group
Illinois
$1.44M -$118K -5,899 -7%
RW
133
REDW Wealth
New Mexico
$1.44M -$145K -7,241 -9%
TAM
134
Trillium Asset Management
Massachusetts
$1.43M +$151K +7,556 +12%
IA
135
IFG Advisors
Missouri
$1.4M -$5.87K -293 -0.4%
OIA
136
OneDigital Investment Advisors
Kansas
$1.38M +$49.3K +2,457 +4%
SWM
137
SeaCrest Wealth Management
New York
$1.36M +$94.2K +4,700 +8%
EGM
138
Engineers Gate Manager
New York
$1.33M +$929K +46,360 +240%
GFP
139
Guardian Financial Partners
California
$1.33M +$173K +8,614 +15%
VV
140
Verity & Verity
South Carolina
$1.32M +$1.31M +65,229 New
VA
141
Valmark Advisers
Ohio
$1.26M +$30.5K +1,523 +3%
JWM
142
JFG Wealth Management
Colorado
$1.26M +$80 +4 +0%
AWA
143
Alaska Wealth Advisors
Alaska
$1.24M +$52.8K +2,635 +5%
AWM
144
AE Wealth Management
Kansas
$1.23M -$298K -14,878 -20%
Renaissance Technologies
145
Renaissance Technologies
New York
$1.22M +$1.2M +60,000 New
AA
146
Alesco Advisors
New York
$1.2M +$52.1K +2,600 +5%
WWM
147
WT Wealth Management
Arizona
$1.18M +$763K +38,060 +188%
GT
148
Greenleaf Trust
Michigan
$1.18M – – –
CAG
149
Curtis Advisory Group
California
$1.17M -$139K -6,915 -11%
BCM
150
Becker Capital Management
Oregon
$1.12M – – –
4 5
6
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