SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$1.14M +$89.9K +4,271 +9%
BWA
152
Bestgate Wealth Advisors
Maryland
$1.12M +$1.12M +53,402 New
AA
153
Alesco Advisors
New York
$1.12M -$43.8K -2,080 -4%
RBC
154
Roble Belko & Company
Pennsylvania
$1.12M +$897K +42,593 +406%
BCI
155
Brinker Capital Investments
Pennsylvania
$1.11M +$192K +9,112 +21%
OPS
156
Orion Portfolio Solutions
Nebraska
$1.11M +$192K +9,112 +21%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$1.11M -$3.47M -165,087 -76%
KWA
158
Kingswood Wealth Advisors
California
$1.1M +$222K +10,549 +25%
LAIC
159
Lederer & Associates Investment Counsel
California
$1.1M +$3.85K +183 +0.4%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$1.09M -$19K -900 -2%
HCP
161
Hexagon Capital Partners
Arkansas
$1.05M +$43.9K +2,083 +4%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.05M +$198K +9,399 +23%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$1.9K -90 -0.2%
GKWIM
164
Gerber Kawasaki Wealth & Investment Management
California
$1.04M +$611 +29 +0.1%
WFP
165
Wrenne Financial Planning
Kentucky
$1.03M +$157K +7,475 +18%
SIA
166
SGL Investment Advisors
Montana
$983K +$40.5K +1,890 +4%
HSA
167
HBK Sorce Advisory
Pennsylvania
$978K -$108K -5,146 -10%
RW
168
REDW Wealth
New Mexico
$972K -$512K -24,315 -35%
NFTC
169
North Forty Two & Co
Oregon
$957K +$957K +45,428 New
SIG
170
Stonegate Investment Group
Alabama
$953K +$953K +45,250 New
WCM
171
Winthrop Capital Management
Indiana
$925K +$925K +44,370 New
CIP
172
Capital Insight Partners
Arizona
$922K -$47.9K -2,275 -5%
KC
173
Kades & Cheifetz
Pennsylvania
$914K -$31.1K -1,475 -3%
MMCM
174
Murphy & Mullick Capital Management
New York
$909K +$909K +43,147 New
GCA
175
Gradient Capital Advisors
California
$908K -$11.1K -527 -1%
5 6
7
8 9