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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
176
MML Investors Services
Massachusetts
$689K -$155K -7,745 -18%
WC
177
Waterloo Capital
Texas
$687K -$46.7K -2,338 -6%
RWA
178
Rooted Wealth Advisors
Illinois
$674K -$6.42K -303 -0.9%
IFA
179
Interactive Financial Advisors
Illinois
$669K -$8.69K -435 -1%
FTS
180
Fifth Third Securities
Ohio
$663K -$111K -5,507 -14%
VAF
181
Values Added Financial
District of Columbia
$660K -$53.2K -2,663 -7%
Stifel Financial
182
Stifel Financial
Missouri
$632K +$639 +32 +0.1%
C
183
Certuity
Florida
$619K -$160 -8 -0%
KWM
184
Kingsview Wealth Management
Oregon
$616K -$5.91K -296 -1%
RC
185
Roundview Capital
New Jersey
$615K -$22.5K -1,127 -4%
WP
186
WealthShield Partners
North Carolina
$604K +$2.22K +110 +0.4%
WA
187
Waverly Advisors
Alabama
$604K +$42.5K +2,128 +8%
ECM
188
Evergreen Capital Management
Washington
$603K +$9.42K +467 +2%
SWM
189
SigFig Wealth Management
California
$602K +$77.9K +5,552 +15%
EE
190
EWG Elevate
California
$599K +$53.9K +2,701 +10%
FF
191
Friedenthal Financial
New Jersey
$596K -$22.3K -1,119 -4%
WAM
192
Wakefield Asset Management
Colorado
$587K +$12.9K +645 +2%
PHAM
193
Palisades Hudson Asset Management
Florida
$586K – – –
JWS
194
Juncture Wealth Strategies
Arizona
$584K +$7.95K +398 +1%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$570K +$81.3K +4,073 +17%
BIA
196
Bigelow Investment Advisors
Maine
$566K +$84.1K +4,211 +17%
LCM
197
Liberty Capital Management
Michigan
$563K +$28.7K +1,436 +5%
BSB
198
Bangor Savings Bank
Maine
$561K -$104K -5,227 -16%
FG
199
Foster Group
Iowa
$556K +$24.9K +1,246 +5%
GFWA
200
Grey Fox Wealth Advisors
Delaware
$540K -$11.9K -590 -2%
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