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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
176
Cordant Inc
Oregon
$672K -$153K -7,837 -19%
FF
177
Friedenthal Financial
New Jersey
$647K -$6.07K -311 -0.9%
YWM
178
Yoder Wealth Management
California
$633K -$4.38K -224 -0.7%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$631K -$1.32M -67,386 -68%
Stifel Financial
180
Stifel Financial
Missouri
$629K +$2.79K +143 +0.4%
KC
181
Kades & Cheifetz
Pennsylvania
$623K -$35.9K -1,839 -5%
IWC
182
Integrated Wealth Concepts
Massachusetts
$616K +$164K +8,374 +36%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$616K +$23.2K +1,188 +4%
KWM
184
Kingsview Wealth Management
Oregon
$609K -$31.6K -1,616 -5%
LJAC
185
L.J. Altfest & Co
New York
$603K -$40.1K -2,051 -6%
MCM
186
Mainstay Capital Management
Michigan
$594K – – –
WP
187
WealthShield Partners
North Carolina
$590K +$18.3K +939 +3%
WF
188
Whelan Financial
California
$582K -$14.7K -752 -2%
CFA
189
Cahill Financial Advisors
Minnesota
$580K +$5.12K +262 +0.9%
HF
190
HRT Financial
New York
$568K +$568K +29,086 New
Renaissance Technologies
191
Renaissance Technologies
New York
$568K +$568K +29,100 New
PA
192
Parallel Advisors
California
$567K +$8.79K +450 +2%
PHAM
193
Palisades Hudson Asset Management
Florida
$563K +$34.3K +1,757 +6%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$550K -$33.2K -1,700 -6%
BC
195
Brio Consultants
California
$548K -$28.6K -1,466 -5%
SBH
196
Segall Bryant & Hamill
Illinois
$535K +$13.9K +714 +3%
UCFA
197
United Capital Financial Advisors
Texas
$533K -$68.8K -3,523 -11%
SFC
198
Strategic Financial Concepts
Texas
$527K -$6.48K -332 -1%
MWM
199
Modera Wealth Management
New Jersey
$514K +$514K +26,332 New
B
200
Bailard
California
$506K +$95.1K +4,870 +23%
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