SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$666K +$9.32K +525 +1%
VAF
177
Values Added Financial
District of Columbia
$659K +$14.5K +816 +2%
Vanguard Group
178
Vanguard Group
Pennsylvania
$657K +$657K +37,034 New
DP
179
DDD Partners
Washington
$647K +$21.1K +1,184 +3%
SWM
180
SigFig Wealth Management
California
$647K +$25.9K +1,435 +4%
SIS
181
Strategic Investment Solutions
Illinois
$644K +$634K +32,948 +6,473%
GFWA
182
Grey Fox Wealth Advisors
Delaware
$604K -$16.4K -924 -3%
FF
183
Friedenthal Financial
New Jersey
$599K +$11K +620 +2%
ACM
184
AlphaStar Capital Management
North Carolina
$591K +$591K +33,290 New
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$579K -$216K -12,175 -27%
Stifel Financial
186
Stifel Financial
Missouri
$572K +$746 +42 +0.1%
KC
187
Kades & Cheifetz
Pennsylvania
$570K +$3.62K +204 +0.6%
KWM
188
Kingsview Wealth Management
Oregon
$552K -$1.17K -66 -0.2%
WP
189
WealthShield Partners
North Carolina
$548K +$12.5K +704 +2%
RWA
190
Rooted Wealth Advisors
Illinois
$548K +$76.8K +4,131 +16%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$542K -$275K -15,463 -34%
CFA
192
Cahill Financial Advisors
Minnesota
$528K +$692 +39 +0.1%
IFA
193
Interactive Financial Advisors
Illinois
$515K -$1.55M -87,265 -75%
PHAM
194
Palisades Hudson Asset Management
Florida
$515K +$2.84K +160 +0.6%
AWM
195
Avaii Wealth Management
Wisconsin
$511K +$78.3K +4,410 +18%
WF
196
Whelan Financial
California
$502K -$27.4K -1,546 -5%
JWS
197
Juncture Wealth Strategies
Arizona
$501K -$319K -17,997 -39%
PA
198
Parallel Advisors
California
$500K -$15.7K -886 -3%
MCM
199
Mainstay Capital Management
Michigan
$493K -$47.1K -2,652 -9%
WAM
200
Wakefield Asset Management
Colorado
$491K +$42.7K +2,406 +10%
6 7
8
9 10