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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$809M
2
BlackRock
BlackRock
New York
$64.9M
3
US Bancorp
US Bancorp
Minnesota
$427M
4
Cerity Partners
Cerity Partners
New York
$37.6M
5
CSIA
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
Matrix Trust Company
Colorado
$0
3
Creative Planning
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
Cahill Financial Advisors
Minnesota
$574K +$17.5K +896 +3%
WP
202
WealthShield Partners
North Carolina
$570K +$66.9K +3,433 +13%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$564K -$78.7K -3,973 -12%
GFP
204
Guardian Financial Partners
California
$557K +$58.7K +3,011 +12%
PA
205
Parallel Advisors
California
$557K +$48.3K +2,478 +9%
DSA
206
Droms Strauss Advisors
Missouri
$557K -$23.8K -1,220 -4%
SFC
207
Strategic Financial Concepts
Texas
$533K +$533K +27,308 New
PHAM
208
Palisades Hudson Asset Management
Florida
$528K -$4.68K -240 -0.9%
FT
209
Fiduciary Trust
Massachusetts
$521K +$59.4K +3,048 +13%
SBH
210
Segall Bryant & Hamill
Illinois
$520K -$58.5K -3,000 -10%
AWM
211
Avaii Wealth Management
Wisconsin
$507K +$51.6K +2,648 +11%
SCA
212
Stokes Capital Advisors
South Carolina
$488K -$60.6K -3,108 -11%
HWA
213
Hillcrest Wealth Advisors
New Jersey
$483K -$410K -21,050 -46%
LCM
214
Liberty Capital Management
Michigan
$483K -$57.6K -2,953 -11%
LPAM
215
Lodestar Private Asset Management
California
$477K -$35.1K -1,799 -7%
FWM
216
Fortress Wealth Management
California
$475K -$296K -15,201 -38%
Goldman Sachs
217
Goldman Sachs
New York
$472K -$35.2K -1,803 -7%
WAM
218
Wakefield Asset Management
Colorado
$471K +$45.7K +2,341 +11%
ACP
219
Aveo Capital Partners
Colorado
$470K +$7.02K +360 +2%
LFS
220
Lutz Financial Services
Nebraska
$463K -$226K -11,598 -33%
RWA
221
Rooted Wealth Advisors
Illinois
$456K +$51.6K +2,711 +13%
BPA
222
Beacon Pointe Advisors
California
$455K +$46.9K +2,407 +11%
LFA
223
Landmark Financial Advisors
Kentucky
$454K -$1.35K -69 -0.3%
IWC
224
Integrated Wealth Concepts
Massachusetts
$452K +$452K +23,186 New
DBRC
225
D.B. Root & Company
Pennsylvania
$451K +$451K +23,145 New
7 8
9
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