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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$571M
2
MIM
Morningstar Investment Management
Illinois
$26.3M
3
BEI
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.8M
5
PIS
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Creative Planning
Creative Planning
Kansas
$595M
3
FEG
Fund Evaluation Group
Ohio
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$1.77M +$1.16M +50,060 +191%
BBA
127
Braun-Bostich & Associates
Pennsylvania
$1.68M -$89.4K -3,858 -5%
FA
128
FC Advisory
Pennsylvania
$1.68M -$33.7K -1,455 -2%
MCM
129
MAI Capital Management
Ohio
$1.67M -$29K -1,250 -2%
Truist Financial
130
Truist Financial
North Carolina
$1.66M -$831K -35,859 -33%
RW
131
REDW Wealth
New Mexico
$1.63M -$12.1K -524 -0.7%
VCM
132
Vivaldi Capital Management
Illinois
$1.62M +$23K +993 +1%
IA
133
IFG Advisors
Missouri
$1.54M -$33.1K -1,428 -2%
SWM
134
SeaCrest Wealth Management
New York
$1.54M +$487 +21 +0%
MOS
135
MGO One Seven
Ohio
$1.53M +$1.53M +66,191 New
BPA
136
Beacon Pointe Advisors
California
$1.5M -$51.7K -2,231 -3%
VA
137
Valmark Advisers
Ohio
$1.49M -$5.4K -233 -0.4%
BFM
138
Boothbay Fund Management
New York
$1.47M +$1.47M +63,259 New
CPIG
139
Chicago Partners Investment Group
Illinois
$1.44M -$164K -7,122 -10%
TAM
140
Trillium Asset Management
Massachusetts
$1.44M -$196K -8,450 -12%
GI
141
GAMCO Investors
Connecticut
$1.42M +$1.42M +61,300 New
SCI
142
Stableford Capital II
Arizona
$1.42M +$956K +42,438 +207%
AWA
143
Alaska Wealth Advisors
Alaska
$1.4M +$22.5K +973 +2%
CWA
144
Clearview Wealth Advisors
Oregon
$1.33M +$39.3K +1,698 +3%
GT
145
Greenleaf Trust
Michigan
$1.33M -$15.5K -670 -1%
AA
146
Alesco Advisors
New York
$1.28M -$104K -4,490 -7%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$1.27M +$652K +28,128 +105%
TWP
148
Tempus Wealth Planning
California
$1.27M -$6.46K -279 -0.5%
BIM
149
Breakwater Investment Management
Washington
$1.26M +$24.7K +1,066 +2%
CFMC
150
Curbstone Financial Management Corp
New Hampshire
$1.22M – – –
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