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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
151
Capital Insight Partners
Arizona
$925K -$54.2K -2,715 -6%
BSW
152
Buckingham Strategic Wealth
Missouri
$912K -$105K -5,266 -10%
WCFA
153
Walkner Condon Financial Advisors
Wisconsin
$908K -$26.2K -1,309 -3%
RFP
154
Root Financial Partners
California
$908K +$10.5K +525 +1%
GCA
155
Gradient Capital Advisors
California
$900K +$8.81K +441 +1%
AF
156
Allworth Financial
California
$848K -$103K -4,896 -11%
AWA
157
Aletheian Wealth Advisors
Washington
$842K +$20 +1 +0%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$838K -$71.8K -3,594 -8%
KC
159
Kades & Cheifetz
Pennsylvania
$828K +$21.6K +1,080 +3%
WPW
160
Watershed Private Wealth
Illinois
$823K -$51K -2,553 -6%
B
161
Bensler
Washington
$804K -$166K -8,311 -17%
PAG
162
Private Advisor Group
New Jersey
$803K -$217K -10,861 -21%
EGM
163
Engineers Gate Manager
New York
$794K -$517K -25,899 -39%
FFN
164
Focus Financial Network
Minnesota
$789K +$16.1K +755 +2%
IIA
165
Integral Investment Advisors
California
$788K +$284K +14,342 +56%
VM
166
VPR Management
Texas
$787K – – –
CKAIS
167
Christensen King & Associates Investment Services
Washington
$778K -$5.19K -260 -0.7%
LJAC
168
L.J. Altfest & Co
New York
$767K +$42.3K +2,117 +6%
Vanguard Group
169
Vanguard Group
Pennsylvania
$740K +$280 +14 +0%
MWM
170
Mission Wealth Management
California
$734K -$159K -7,951 -18%
BCI
171
Brinker Capital Investments
Pennsylvania
$732K +$1.58K +79 +0.2%
OPS
172
Orion Portfolio Solutions
Nebraska
$732K +$1.58K +79 +0.2%
FWM
173
Forza Wealth Management
Florida
$730K – – –
WFP
174
Wrenne Financial Planning
Kentucky
$727K +$96K +4,809 +15%
JWM
175
JFG Wealth Management
Colorado
$709K -$534K -26,743 -43%
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