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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
4
Ameriprise
Ameriprise
Minnesota
$30.4M
5
CSIA
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
BlackRock
New York
$78.3M
2
Creative Planning
Creative Planning
Kansas
$608M
3
Charles Schwab
Charles Schwab
California
$515M
4
M&T Bank
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
201
Lee Financial
Texas
$582K -$203K -9,818 -26%
MCM
202
Mainstay Capital Management
Michigan
$573K -$2.42K -117 -0.4%
WAM
203
Wakefield Asset Management
Colorado
$572K -$1.06K -51 -0.2%
GGS
204
Galvin Gaustad & Stein
Arizona
$565K +$159K +7,695 +39%
EFG
205
Embree Financial Group
Illinois
$557K +$557K +26,889 New
CFA
206
Cahill Financial Advisors
Minnesota
$552K -$63.4K -3,059 -10%
PA
207
Parallel Advisors
California
$539K -$43.7K -2,108 -7%
BPA
208
Beacon Pointe Advisors
California
$534K +$26.2K +1,267 +5%
DBRC
209
D.B. Root & Company
Pennsylvania
$526K +$5.43K +262 +1%
LCM
210
Liberty Capital Management
Michigan
$524K -$5.43K -262 -1%
SFS
211
Summit Financial Strategies
Ohio
$520K +$559 +27 +0.1%
EE
212
EWG Elevate
California
$518K +$27.7K +1,336 +6%
AWM
213
Avaii Wealth Management
Wisconsin
$500K -$96.5K -4,658 -16%
LFA
214
LifeGuide Financial Advisors
Pennsylvania
$493K +$493K +23,788 New
BRWA
215
B. Riley Wealth Advisors
Florida
$483K +$132K +6,373 +38%
N
216
Natixis
France
$482K +$11.4K +547 +2%
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$481K +$110K +5,299 +30%
IA
218
Inspire Advisors
Idaho
$479K +$479K +23,136 New
EFG
219
Everhart Financial Group
Ohio
$473K +$69.6K +3,359 +17%
LFS
220
Lutz Financial Services
Nebraska
$472K +$107K +5,170 +29%
EA
221
Efficient Advisors
Ohio
$468K +$5.34K +258 +1%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$457K -$1.39K -66 -0.3%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$456K +$36.3K +1,757 +9%
LPAM
224
Lodestar Private Asset Management
California
$454K -$21K -1,013 -4%
AWS
225
Atria Wealth Solutions
New York
$450K +$60.5K +2,919 +16%
7 8
9
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