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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Certuity
Florida
$793K +$290 +14 +0%
HCP
177
Hexagon Capital Partners
Arkansas
$790K +$343K +16,580 +77%
Stifel Financial
178
Stifel Financial
Missouri
$775K +$107K +5,153 +16%
Vanguard Group
179
Vanguard Group
Pennsylvania
$767K – – –
FWM
180
Forza Wealth Management
Florida
$757K -$92K -4,442 -11%
VAF
181
Values Added Financial
District of Columbia
$751K -$17.9K -866 -2%
LJAC
182
L.J. Altfest & Co
New York
$750K -$130K -6,289 -15%
FFN
183
Focus Financial Network
Minnesota
$748K -$183K -8,815 -20%
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$733K +$57.2K +2,760 +8%
FF
185
Friedenthal Financial
New Jersey
$698K -$1.2K -58 -0.2%
YWM
186
Yoder Wealth Management
California
$697K -$165K -7,980 -19%
DSA
187
Droms Strauss Advisors
Missouri
$666K +$216K +10,448 +48%
RC
188
Roundview Capital
New Jersey
$664K -$624K -30,145 -48%
KWM
189
Kingsview Wealth Management
Oregon
$661K +$16.6K +800 +3%
BCI
190
Brinker Capital Investments
Pennsylvania
$652K -$124K -5,989 -16%
OPS
191
Orion Portfolio Solutions
Nebraska
$652K -$124K -5,989 -16%
BBA
192
Braun-Bostich & Associates
Pennsylvania
$647K +$647K +31,260 New
SWM
193
SigFig Wealth Management
California
$638K +$29.9K +1,764 +5%
TSS
194
Two Sigma Securities
New York
$635K +$130K +6,279 +26%
WP
195
WealthShield Partners
North Carolina
$625K -$15.2K -736 -2%
ECM
196
Evergreen Capital Management
Washington
$610K -$1.34M -64,892 -69%
PHAM
197
Palisades Hudson Asset Management
Florida
$605K +$4.84K +234 +0.8%
RWA
198
Rooted Wealth Advisors
Illinois
$600K +$19.8K +1,008 +3%
JWS
199
Juncture Wealth Strategies
Arizona
$595K +$10K +483 +2%
GFWA
200
Grey Fox Wealth Advisors
Delaware
$584K -$121K -5,824 -17%
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