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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Aletheian Wealth Advisors
Washington
$995K +$385K +19,761 +63%
CG
152
Colony Group
Massachusetts
$993K -$3.98M -204,302 -80%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$993K +$962K +49,339 +3,141%
VA
154
Valmark Advisers
Ohio
$993K +$104K +5,334 +12%
LEFP
155
Leading Edge Financial Planning
Tennessee
$991K +$41K +2,102 +4%
PRWA
156
Platte River Wealth Advisors
Colorado
$966K -$186K -9,532 -16%
WP
157
WMS Partners
Maryland
$963K -$13.8K -710 -1%
MWM
158
Mission Wealth Management
California
$960K -$44.4K -2,278 -4%
RG
159
Retirement Group
California
$906K +$7.37K +378 +0.8%
RFP
160
Root Financial Partners
California
$884K +$884K +45,322 New
TWP
161
Tempus Wealth Planning
California
$855K +$169K +8,650 +25%
FFN
162
Focus Financial Network
Minnesota
$850K +$6.2K +318 +0.7%
WCFA
163
Walkner Condon Financial Advisors
Wisconsin
$825K -$819 -42 -0.1%
CI
164
Cordant Inc
Oregon
$824K -$32.7K -1,678 -4%
AF
165
Allworth Financial
California
$803K -$8.68K -445 -1%
FWM
166
Forza Wealth Management
Florida
$799K +$86.6K +4,442 +12%
AT
167
American Trust
Kentucky
$768K +$279K +14,295 +57%
VM
168
VPR Management
Texas
$768K – – –
BIP
169
Blueprint Investment Partners
North Carolina
$755K +$11K +565 +1%
GC
170
Garde Capital
Washington
$755K – – –
C
171
Certuity
Florida
$750K -$24K -1,232 -3%
SWM
172
SigFig Wealth Management
California
$744K -$23.1K -1,084 -3%
PB
173
Pinnacle Bancorp
Nebraska
$733K +$64.9K +3,330 +10%
TIM
174
Tortoise Investment Management
New York
$731K +$203K +10,426 +39%
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$729K -$763K -39,148 -51%
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