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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
151
Winthrop Capital Management
Indiana
$1M +$1M +48,517 New
AF
152
Allworth Financial
California
$991K +$61.9K +2,988 +7%
AF
153
Apollon Financial
South Carolina
$990K +$990K +47,826 New
RIG
154
Ramiah Investment Group
Wisconsin
$982K +$38.9K +1,878 +4%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$979K +$449K +21,657 +85%
WCFA
156
Walkner Condon Financial Advisors
Wisconsin
$973K +$37.8K +1,825 +4%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$971K +$13.6K +656 +1%
GCA
158
Gradient Capital Advisors
California
$962K -$39.3K -1,898 -4%
MML Investors Services
159
MML Investors Services
Massachusetts
$960K -$378K -18,228 -28%
RFP
160
Root Financial Partners
California
$942K +$45.9K +2,216 +5%
BIP
161
Blueprint Investment Partners
North Carolina
$940K +$14.7K +708 +2%
RG
162
Retirement Group
California
$927K -$35.1K -1,696 -4%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$908K +$94.1K +4,543 +12%
MWM
164
Mission Wealth Management
California
$907K -$35.3K -1,704 -4%
EPM
165
Elm Partners Management
Pennsylvania
$898K -$898K -43,346 -50%
WC
166
Waterloo Capital
Texas
$896K +$896K +43,263 New
AWA
167
Aletheian Wealth Advisors
Washington
$878K -$961K -46,402 -52%
FTS
168
Fifth Third Securities
Ohio
$867K +$85.8K +4,144 +11%
SWM
169
Sculati Wealth Management
Michigan
$863K -$8.41K -406 -1%
BSB
170
Bangor Savings Bank
Maine
$818K -$126K -6,069 -13%
VM
171
VPR Management
Texas
$816K – – –
CKAIS
172
Christensen King & Associates Investment Services
Washington
$805K +$805K +38,865 New
KC
173
Kades & Cheifetz
Pennsylvania
$804K +$139K +6,716 +21%
GC
174
Garde Capital
Washington
$802K – – –
Sumitomo Mitsui Trust Group
175
Sumitomo Mitsui Trust Group
Japan
$800K +$800K +38,630 New
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7
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