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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
176
Lee Financial
Texas
$715K -$36.3K -1,860 -5%
BSW
177
Buckingham Strategic Wealth
Missouri
$684K – – –
DP
178
DDD Partners
Washington
$679K +$123K +6,288 +22%
CL
179
Choreo LLC
Illinois
$677K +$188K +9,666 +39%
GFWA
180
Grey Fox Wealth Advisors
Delaware
$674K +$457K +23,457 +211%
State Street
181
State Street
Massachusetts
$674K -$29K -1,486 -4%
H
182
HoyleCohen
California
$659K -$123K -6,322 -16%
KC
183
Kades & Cheifetz
Pennsylvania
$658K +$75.4K +3,869 +13%
FF
184
Friedenthal Financial
New Jersey
$652K +$83.2K +4,268 +15%
LJAC
185
L.J. Altfest & Co
New York
$642K -$6.04M -309,536 -90%
EA
186
Efficient Advisors
Ohio
$640K +$4.12K +211 +0.6%
KWM
187
Kingsview Wealth Management
Oregon
$639K +$25K +1,280 +4%
YWM
188
Yoder Wealth Management
California
$637K +$637K +32,654 New
RIG
189
Ramiah Investment Group
Wisconsin
$631K -$77.6K -3,978 -11%
Stifel Financial
190
Stifel Financial
Missouri
$625K -$683 -35 -0.1%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$620K +$74.9K +3,841 +14%
UCFA
192
United Capital Financial Advisors
Texas
$601K -$41.1K -2,110 -6%
WF
193
Whelan Financial
California
$596K -$186K -9,534 -24%
MCM
194
Mainstay Capital Management
Michigan
$594K – – –
BBA
195
Braun-Bostich & Associates
Pennsylvania
$592K +$9.5K +487 +2%
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$582K -$151K -7,754 -21%
PFM
197
Peak Financial Management
Massachusetts
$579K +$9.93K +509 +2%
BC
198
Brio Consultants
California
$576K +$2.01K +103 +0.3%
OPS
199
Orion Portfolio Solutions
Nebraska
$576K +$35.2K +1,804 +7%
BCI
200
Brinker Capital Investments
Pennsylvania
$576K +$576K +29,523 New
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