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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
176
Sumitomo Mitsui Trust Group
Japan
$866K +$82K +4,037 +10%
MML Investors Services
177
MML Investors Services
Massachusetts
$857K -$83.1K -4,097 -9%
AWA
178
Aletheian Wealth Advisors
Washington
$856K -$4.3K -212 -0.5%
KC
179
Kades & Cheifetz
Pennsylvania
$820K +$31.6K +1,556 +4%
VM
180
VPR Management
Texas
$800K – – –
CKAIS
181
Christensen King & Associates Investment Services
Washington
$796K +$7.53K +371 +1%
FTS
182
Fifth Third Securities
Ohio
$780K -$70.7K -3,483 -8%
SWM
183
Sculati Wealth Management
Michigan
$768K -$78K -3,840 -9%
GC
184
Garde Capital
Washington
$765K -$20.7K -1,020 -3%
WA
185
WBH Advisory
Maryland
$763K -$246K -12,112 -24%
Vanguard Group
186
Vanguard Group
Pennsylvania
$752K +$223 +11 +0%
WC
187
Waterloo Capital
Texas
$746K -$132K -6,514 -15%
BCI
188
Brinker Capital Investments
Pennsylvania
$743K +$102K +5,035 +16%
OPS
189
Orion Portfolio Solutions
Nebraska
$743K +$102K +5,035 +16%
FWM
190
Forza Wealth Management
Florida
$742K – – –
LJAC
191
L.J. Altfest & Co
New York
$736K +$1.46K +72 +0.2%
RG
192
Retirement Group
California
$732K -$177K -8,717 -19%
VAF
193
Values Added Financial
District of Columbia
$725K -$10.2K -504 -1%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$705K -$8.82M -434,637 -93%
IFA
195
Interactive Financial Advisors
Illinois
$689K +$607K +29,897 +737%
BSB
196
Bangor Savings Bank
Maine
$677K -$125K -6,141 -16%
FFN
197
Focus Financial Network
Minnesota
$672K +$1.95K +105 +0.3%
TRCT
198
Tower Research Capital (TRC)
New York
$654K +$604K +29,731 +1,199%
RC
199
Roundview Capital
New Jersey
$648K -$2.66K -131 -0.4%
Stifel Financial
200
Stifel Financial
Missouri
$642K -$117K -5,778 -15%
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