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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Stockman Wealth Management
Montana
$885K +$175K +8,325 +25%
PCM
177
Prelude Capital Management
New York
$873K +$873K +41,450 New
AF
178
Allworth Financial
California
$860K +$58.8K +2,789 +7%
AWA
179
Aletheian Wealth Advisors
Washington
$843K -$21.7K -1,029 -3%
WPW
180
Watershed Private Wealth
Illinois
$842K -$25.3K -1,200 -3%
JWM
181
JFG Wealth Management
Colorado
$826K +$78.7K +3,738 +11%
PAG
182
Private Advisor Group
New Jersey
$824K +$3.81K +181 +0.5%
IIA
183
Integral Investment Advisors
California
$821K -$79K -3,750 -9%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$811K -$81.4K -3,864 -9%
MWM
185
Mission Wealth Management
California
$803K +$59K +2,803 +8%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$799K -$360K -17,069 -31%
Stifel Financial
187
Stifel Financial
Missouri
$797K +$86.9K +4,127 +12%
BIA
188
Bigelow Investment Advisors
Maine
$792K +$79.6K +3,778 +11%
BWM
189
BCS Wealth Management
Tennessee
$777K +$777K +36,918 New
FWM
190
Forza Wealth Management
Florida
$770K – – –
CKAIS
191
Christensen King & Associates Investment Services
Washington
$761K -$33K -1,562 -4%
FFN
192
Focus Financial Network
Minnesota
$753K -$27.6K -1,309 -4%
CMMS
193
Comprehensive Money Management Services
Florida
$744K +$744K +35,317 New
RFP
194
Root Financial Partners
California
$717K -$65.3K -3,103 -8%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$702K +$293K +13,921 +72%
RC
196
Roundview Capital
New Jersey
$686K +$20.2K +958 +3%
VAF
197
Values Added Financial
District of Columbia
$683K -$10.3K -489 -1%
IFA
198
Interactive Financial Advisors
Illinois
$673K -$39.2K -1,860 -6%
MML Investors Services
199
MML Investors Services
Massachusetts
$669K +$11.5K +545 +2%
WAM
200
Wakefield Asset Management
Colorado
$663K -$6.28K -298 -0.9%
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