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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$571M
2
MIM
Morningstar Investment Management
Illinois
$26.3M
3
BEI
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.8M
5
PIS
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Creative Planning
Creative Planning
Kansas
$595M
3
FEG
Fund Evaluation Group
Ohio
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Apollon Financial
South Carolina
$1.21M -$32K -1,381 -3%
LAIC
152
Lederer & Associates Investment Counsel
California
$1.2M +$22.5K +970 +2%
HSA
153
HBK Sorce Advisory
Pennsylvania
$1.2M -$6.3K -272 -0.5%
EP
154
EPIQ Partners
Minnesota
$1.18M +$1.18M +50,900 New
Empower Advisory Group
155
Empower Advisory Group
Colorado
$1.17M -$48.8K -2,105 -4%
Corient Private Wealth
156
Corient Private Wealth
Florida
$1.15M +$19.6K +844 +2%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$965K -41,636 -46%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$1.14M +$2.29K +99 +0.2%
HCP
159
Hexagon Capital Partners
Arkansas
$1.11M -$69.8K -3,012 -6%
CIP
160
Capital Insight Partners
Arizona
$1.07M -$6.19K -267 -0.6%
KC
161
Kades & Cheifetz
Pennsylvania
$1.04M +$78.9K +3,404 +8%
BCI
162
Brinker Capital Investments
Pennsylvania
$1.01M +$165K +7,108 +19%
OPS
163
Orion Portfolio Solutions
Nebraska
$1.01M +$165K +7,108 +19%
GCA
164
Gradient Capital Advisors
California
$1.01M -$33.2K -1,431 -3%
IIA
165
Integral Investment Advisors
California
$990K +$67.3K +2,905 +7%
WCFA
166
Walkner Condon Financial Advisors
Wisconsin
$982K -$71.5K -3,085 -7%
SIA
167
SGL Investment Advisors
Montana
$975K +$975K +43,963 New
KWA
168
Kingswood Wealth Advisors
California
$970K +$390K +16,824 +67%
WFP
169
Wrenne Financial Planning
Kentucky
$964K +$120K +5,200 +14%
WPW
170
Watershed Private Wealth
Illinois
$954K -$1.04K -45 -0.1%
AWA
171
Aletheian Wealth Advisors
Washington
$951K -$25.9K -1,116 -3%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$933K -$39.6K -1,707 -4%
PAG
173
Private Advisor Group
New Jersey
$903K -$28.5K -1,229 -3%
AF
174
Allworth Financial
California
$880K -$51.2K -2,211 -6%
CKAIS
175
Christensen King & Associates Investment Services
Washington
$872K -$31.3K -1,351 -3%
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