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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
151
HBK Sorce Advisory
Pennsylvania
$1.11M -$3.98K -196 -0.4%
TWP
152
Tempus Wealth Planning
California
$1.11M +$36K +1,774 +3%
BWM
153
BCS Wealth Management
Tennessee
$1.09M -$27.6K -1,358 -2%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$1.08M – – –
Corient Private Wealth
155
Corient Private Wealth
Florida
$1.07M +$16K +789 +2%
LAIC
156
Lederer & Associates Investment Counsel
California
$1.04M +$447 +22 +0%
PAG
157
Private Advisor Group
New Jersey
$1.04M -$407K -20,029 -28%
BIM
158
Breakwater Investment Management
Washington
$1.04M +$1.04M +51,049 New
BSW
159
Buckingham Strategic Wealth
Missouri
$1.03M +$17.6K +869 +2%
Jane Street
160
Jane Street
New York
$1.02M +$1.02M +50,064 New
AF
161
Apollon Financial
South Carolina
$1.01M +$36.4K +1,795 +4%
GKWIM
162
Gerber Kawasaki Wealth & Investment Management
California
$999K +$5.83K +287 +0.6%
HCP
163
Hexagon Capital Partners
Arkansas
$997K +$223K +10,992 +29%
CIP
164
Capital Insight Partners
Arizona
$995K -$23.4K -1,152 -2%
APP
165
Avantax Planning Partners
Iowa
$993K +$993K +48,895 New
B
166
Bensler
Washington
$986K -$319K -15,698 -24%
BBA
167
Braun-Bostich & Associates
Pennsylvania
$957K +$322K +15,877 +51%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$948K -$3.87K -191 -0.4%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$925K -$26.7K -1,315 -3%
AF
170
Allworth Financial
California
$915K -$56.2K -2,770 -6%
RFP
171
Root Financial Partners
California
$912K -$11.4K -560 -1%
MWM
172
Mission Wealth Management
California
$907K +$18.4K +905 +2%
GCA
173
Gradient Capital Advisors
California
$906K -$37.4K -1,844 -4%
Millennium Management
174
Millennium Management
New York
$889K +$604K +29,765 +212%
WPW
175
Watershed Private Wealth
Illinois
$889K -$138K -6,788 -13%
5 6
7
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