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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
126
Guardian Financial Partners
California
$1.44M +$133K +6,636 +10%
RW
127
REDW Wealth
New Mexico
$1.42M +$459 +23 +0%
TAM
128
Trillium Asset Management
Massachusetts
$1.41M – – –
VCM
129
Vivaldi Capital Management
Illinois
$1.37M -$657K -32,922 -32%
IA
130
IFG Advisors
Missouri
$1.36M -$23.8K -1,190 -2%
BPA
131
Beacon Pointe Advisors
California
$1.34M +$810K +40,561 +154%
SWM
132
SeaCrest Wealth Management
New York
$1.33M -$6.21K -311 -0.5%
VA
133
Valmark Advisers
Ohio
$1.29M +$46.5K +2,329 +4%
AA
134
Alesco Advisors
New York
$1.2M +$14.7K +735 +1%
WWM
135
WT Wealth Management
Arizona
$1.19M +$22.7K +1,128 +2%
AWA
136
Alaska Wealth Advisors
Alaska
$1.19M -$29.1K -1,459 -2%
GT
137
Greenleaf Trust
Michigan
$1.16M – – –
CWA
138
Clearview Wealth Advisors
Oregon
$1.11M +$1.11M +55,695 New
BCM
139
Becker Capital Management
Oregon
$1.11M – – –
TWP
140
Tempus Wealth Planning
California
$1.1M +$10.8K +542 +1%
AF
141
Apollon Financial
South Carolina
$1.07M +$80K +4,006 +8%
BIM
142
Breakwater Investment Management
Washington
$1.07M +$48.9K +2,447 +5%
Empower Advisory Group
143
Empower Advisory Group
Colorado
$1.05M -$1.01M -50,354 -49%
CFMC
144
Curbstone Financial Management Corp
New Hampshire
$1.05M -$9.35K -468 -0.9%
HSA
145
HBK Sorce Advisory
Pennsylvania
$1.04M -$60.3K -3,018 -5%
LAIC
146
Lederer & Associates Investment Counsel
California
$1.02M -$3.16K -158 -0.3%
HCP
147
Hexagon Capital Partners
Arkansas
$1.02M +$34.4K +1,724 +4%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$989K +$736K +36,852 +291%
GKWIM
149
Gerber Kawasaki Wealth & Investment Management
California
$984K +$939 +47 +0.1%
Corient Private Wealth
150
Corient Private Wealth
Florida
$978K -$73.1K -3,659 -7%
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