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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.4M
2
Charles Schwab
Charles Schwab
California
+$39.1M
3
US Bancorp
US Bancorp
Minnesota
+$33M
4
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
5
BlackRock
BlackRock
New York
+$11.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$18M
3
RA
Rational Advisors
New York
-$9.95M
4
BSB
Bangor Savings Bank
Maine
-$7.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
201
HoyleCohen
California
$501K -$158K -8,101 -24%
RWA
202
Rooted Wealth Advisors
Illinois
$501K +$27.6K +1,397 +6%
FTUS
203
Flow Traders U.S.
New York
$497K +$497K +25,425 New
LCM
204
Liberty Capital Management
Michigan
$496K +$12.9K +658 +3%
WAM
205
Wakefield Asset Management
Colorado
$493K +$21.5K +1,100 +5%
TI
206
Truepoint Inc
Ohio
$492K -$543K -27,812 -52%
Goldman Sachs
207
Goldman Sachs
New York
$486K +$13.1K +673 +3%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$482K -$84.1K -4,227 -15%
DBRC
209
D.B. Root & Company
Pennsylvania
$478K +$25.8K +1,322 +6%
AWM
210
Avaii Wealth Management
Wisconsin
$476K -$31.2K -1,599 -6%
BPA
211
Beacon Pointe Advisors
California
$464K +$7.83K +401 +2%
WWM
212
WT Wealth Management
Arizona
$458K -$1.19M -60,787 -72%
Corient Private Wealth
213
Corient Private Wealth
Florida
$457K +$457K +23,402 New
FG
214
Foster Group
Iowa
$456K +$54.6K +2,794 +14%
LFA
215
Landmark Financial Advisors
Kentucky
$453K -$1.66K -85 -0.4%
PFM
216
Peak Financial Management
Massachusetts
$448K -$132K -6,738 -23%
N
217
Natixis
France
$439K – – –
LPAM
218
Lodestar Private Asset Management
California
$439K -$39.4K -2,016 -8%
AFAS
219
Acorn Financial Advisory Services
Virginia
$435K +$1.31K +67 +0.3%
MAM
220
Marotta Asset Management
Virginia
$435K +$435K +22,290 New
FT
221
Fiduciary Trust
Massachusetts
$435K -$86.9K -4,451 -17%
FWM
222
Fortress Wealth Management
California
$430K -$45.9K -2,350 -10%
SCI
223
Stableford Capital II
Arizona
$427K +$427K +22,000 New
LGG
224
Luts & Greenleigh Group
Maryland
$414K – – –
FNBT
225
FineMark National Bank & Trust
Florida
$411K +$3.61K +185 +0.9%
7 8
9
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