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Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$912M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M
3
BlackRock
3
BlackRock
New York
$101M
4
Charles Schwab
4
Charles Schwab
California
$450M
5
US Bancorp
5
US Bancorp
Minnesota
$434M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
201
HoyleCohen
California
$475K +$19K +1,069 +4%
SBH
202
Segall Bryant & Hamill
Illinois
$461K -$24.6K -1,388 -5%
Corient Private Wealth
203
Corient Private Wealth
Florida
$457K +$41.4K +2,334 +10%
CI
204
Cordant Inc
Oregon
$455K -$155K -8,741 -25%
UCFA
205
United Capital Financial Advisors
Texas
$455K -$30.2K -1,701 -6%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$454K -$45K -2,539 -9%
LCM
207
Liberty Capital Management
Michigan
$454K +$2.77K +156 +0.6%
SFC
208
Strategic Financial Concepts
Texas
$452K -$26.6K -1,501 -6%
DBRC
209
D.B. Root & Company
Pennsylvania
$447K +$12.3K +693 +3%
SFS
210
Summit Financial Strategies
Ohio
$445K +$75.3K +4,245 +20%
CA
211
Clearstead Advisors
Ohio
$436K +$218K +12,301 +101%
BPA
212
Beacon Pointe Advisors
California
$435K +$13.5K +762 +3%
TSS
213
Two Sigma Securities
New York
$433K +$433K +24,390 New
MWM
214
Modera Wealth Management
New Jersey
$425K -$42.5K -2,397 -9%
FG
215
Foster Group
Iowa
$421K +$6.57K +370 +2%
EE
216
EWG Elevate
California
$420K +$78.7K +4,436 +23%
LPAM
217
Lodestar Private Asset Management
California
$407K +$8.36K +471 +2%
N
218
Natixis
France
$403K – – –
LFA
219
Landmark Financial Advisors
Kentucky
$397K -$14.5K -819 -4%
EA
220
Efficient Advisors
Ohio
$396K -$220K -12,421 -36%
RJA
221
Raymond James & Associates
Florida
$395K +$36.3K +2,044 +10%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$395K -$45.8K -2,520 -10%
WWM
223
WT Wealth Management
Arizona
$394K -$22.8K -1,282 -5%
DSA
224
Droms Strauss Advisors
Missouri
$386K +$39.6K +2,228 +11%
FWM
225
Fortress Wealth Management
California
$383K -$7.7K -434 -2%
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9
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