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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
151
Bangor Savings Bank
Maine
$809K -$33.4K -1,880 -4%
RIG
152
Ramiah Investment Group
Wisconsin
$808K +$137K +7,732 +20%
MWM
153
Mission Wealth Management
California
$808K -$29.8K -1,678 -4%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$801K +$134K +7,538 +20%
FFN
155
Focus Financial Network
Minnesota
$797K -$19K -1,071 -2%
AF
156
Allworth Financial
California
$796K +$56K +3,155 +8%
BIP
157
Blueprint Investment Partners
North Carolina
$793K +$147K +8,265 +23%
LEFP
158
Leading Edge Financial Planning
Tennessee
$776K -$25.6K -1,441 -3%
RFP
159
Root Financial Partners
California
$768K +$14.9K +840 +2%
LJAC
160
L.J. Altfest & Co
New York
$754K +$206K +11,621 +38%
SWM
161
Sculati Wealth Management
Michigan
$747K -$24K -1,351 -3%
YWM
162
Yoder Wealth Management
California
$739K +$163K +9,192 +28%
FWM
163
Forza Wealth Management
Florida
$728K – – –
CL
164
Choreo LLC
Illinois
$722K +$51.9K +2,925 +8%
WP
165
WMS Partners
Maryland
$716K -$22.1K -1,246 -3%
GFP
166
Guardian Financial Partners
California
$714K +$714K +40,239 New
BC
167
Brio Consultants
California
$711K +$213K +12,015 +43%
VM
168
VPR Management
Texas
$699K – – –
RJFSA
169
Raymond James Financial Services Advisors
Florida
$698K +$29.7K +1,676 +4%
GC
170
Garde Capital
Washington
$688K – – –
C
171
Certuity
Florida
$680K -$5.33K -300 -0.8%
LF
172
Lee Financial
Texas
$673K +$22.4K +1,262 +3%
FTS
173
Fifth Third Securities
Ohio
$670K -$2.2K -124 -0.3%
PB
174
Pinnacle Bancorp
Nebraska
$669K – – –
OPS
175
Orion Portfolio Solutions
Nebraska
$666K +$9.32K +525 +1%
5 6
7
8 9