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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$571M
2
MIM
Morningstar Investment Management
Illinois
$26.3M
3
BEI
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.8M
5
PIS
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Creative Planning
Creative Planning
Kansas
$595M
3
FEG
Fund Evaluation Group
Ohio
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
176
Root Financial Partners
California
$861K -$192K -8,299 -18%
FFN
177
Focus Financial Network
Minnesota
$859K +$2.25K +97 +0.3%
FWM
178
Forza Wealth Management
Florida
$847K -$23 -1 -0%
Sumitomo Mitsui Trust Group
179
Sumitomo Mitsui Trust Group
Japan
$829K +$210K +9,080 +34%
LSAG
180
Lake Street Advisors Group
New Hampshire
$826K -$4.86M -209,567 -85%
JWM
181
JFG Wealth Management
Colorado
$822K – – –
MWM
182
Mission Wealth Management
California
$818K -$33.2K -1,434 -4%
BIA
183
Bigelow Investment Advisors
Maine
$784K +$127K +5,484 +19%
B
184
Bensler
Washington
$783K -$149K -6,437 -16%
IFA
185
Interactive Financial Advisors
Illinois
$783K +$6.49K +280 +0.8%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$781K -$943K -40,770 -55%
Stifel Financial
187
Stifel Financial
Missouri
$781K +$47.4K +2,044 +6%
SWM
188
Stockman Wealth Management
Montana
$780K +$780K +33,685 New
VAF
189
Values Added Financial
District of Columbia
$763K -$3.17K -137 -0.4%
KWM
190
Kingsview Wealth Management
Oregon
$743K +$27.9K +1,202 +4%
WAM
191
Wakefield Asset Management
Colorado
$737K +$56.1K +2,422 +8%
RC
192
Roundview Capital
New Jersey
$733K +$19.5K +840 +3%
MML Investors Services
193
MML Investors Services
Massachusetts
$724K -$75.7K -3,265 -9%
JWS
194
Juncture Wealth Strategies
Arizona
$705K +$27.7K +1,194 +4%
ECM
195
Evergreen Capital Management
Washington
$694K – – –
WP
196
WealthShield Partners
North Carolina
$692K -$1.97K -85 -0.3%
FTS
197
Fifth Third Securities
Ohio
$692K -$69.9K -3,015 -9%
FF
198
Friedenthal Financial
New Jersey
$691K -$533 -23 -0.1%
PHAM
199
Palisades Hudson Asset Management
Florida
$687K +$7.46K +322 +1%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$675K +$245K +10,577 +57%
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