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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
126
Rockbridge Investment Management
New York
$1.68M -$416K -19,760 -20%
PWS
127
Peloton Wealth Strategists
Indiana
$1.67M -$14.4K -684 -0.9%
CL
128
Choreo LLC
Illinois
$1.67M -$137K -6,501 -8%
AWA
129
Alaska Wealth Advisors
Alaska
$1.66M +$386K +18,326 +30%
Citadel Advisors
130
Citadel Advisors
Florida
$1.65M +$1.65M +78,398 New
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$1.64M +$38.1K +1,810 +2%
OIA
132
OneDigital Investment Advisors
Kansas
$1.64M +$2.68K +127 +0.2%
VCM
133
Vivaldi Capital Management
Illinois
$1.61M +$104K +4,807 +7%
FA
134
FC Advisory
Pennsylvania
$1.61M +$82.1K +3,899 +5%
ACA
135
Atlas Capital Advisors
Wyoming
$1.59M -$1.67M -79,496 -51%
MOS
136
MGO One Seven
Ohio
$1.58M +$186K +8,822 +13%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$1.54M +$12.6K +598 +0.8%
ISWM
138
Independent Solutions Wealth Management
New York
$1.52M -$206K -9,799 -12%
TAM
139
Trillium Asset Management
Massachusetts
$1.43M +$119K +5,654 +9%
IA
140
IFG Advisors
Missouri
$1.4M -$6.36K -302 -0.5%
VA
141
Valmark Advisers
Ohio
$1.37M +$9.71K +461 +0.7%
BPA
142
Beacon Pointe Advisors
California
$1.35M -$11.6K -553 -0.9%
SWM
143
SeaCrest Wealth Management
New York
$1.32M -$76K -3,607 -5%
CPIG
144
Chicago Partners Investment Group
Illinois
$1.27M -$24.4K -1,180 -2%
AF
145
Apollon Financial
South Carolina
$1.26M +$164K +7,770 +15%
Empower Advisory Group
146
Empower Advisory Group
Colorado
$1.21M +$150K +7,112 +14%
CWA
147
Clearview Wealth Advisors
Oregon
$1.21M +$4.87K +231 +0.4%
GT
148
Greenleaf Trust
Michigan
$1.21M – – –
BIM
149
Breakwater Investment Management
Washington
$1.2M +$53.2K +2,525 +5%
TWP
150
Tempus Wealth Planning
California
$1.19M +$34.1K +1,620 +3%
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