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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$555M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.03B
3
CSIA
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
US Bancorp
Minnesota
$529M
5
RA
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
Cerity Partners
New York
$55.5M
3
Creative Planning
Creative Planning
Kansas
$578M
4
BWA
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$705K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFP
201
Wrenne Financial Planning
Kentucky
$641K +$641K +31,579 New
RWA
202
Rooted Wealth Advisors
Illinois
$634K +$32.2K +1,631 +5%
KWM
203
Kingsview Wealth Management
Oregon
$632K -$15.6K -766 -2%
C
204
Certuity
Florida
$629K -$149K -7,320 -19%
FF
205
Friedenthal Financial
New Jersey
$629K -$55.3K -2,725 -8%
WP
206
WealthShield Partners
North Carolina
$606K -$6.09K -300 -1%
SWM
207
SigFig Wealth Management
California
$604K -$5.34K -330 -0.9%
ECM
208
Evergreen Capital Management
Washington
$598K – – –
LF
209
Lee Financial
Texas
$597K +$26.5K +1,306 +5%
PHAM
210
Palisades Hudson Asset Management
Florida
$596K +$2.28K +112 +0.4%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$594K +$594K +29,200 New
JWS
212
Juncture Wealth Strategies
Arizona
$585K +$1.95K +96 +0.3%
WAM
213
Wakefield Asset Management
Colorado
$583K +$22.7K +1,116 +4%
WA
214
Waverly Advisors
Alabama
$570K +$340K +16,741 +147%
GFWA
215
Grey Fox Wealth Advisors
Delaware
$556K -$16.6K -817 -3%
MCM
216
Mainstay Capital Management
Michigan
$555K -$6.42K -316 -1%
GGS
217
Galvin Gaustad & Stein
Arizona
$555K +$1.93K +95 +0.3%
PPWM
218
Perissos Private Wealth Management
Oklahoma
$555K +$555K +27,317 New
EE
219
EWG Elevate
California
$554K +$46.4K +2,288 +9%
LCM
220
Liberty Capital Management
Michigan
$543K +$29.2K +1,439 +6%
FG
221
Foster Group
Iowa
$540K +$59K +2,907 +12%
BPA
222
Beacon Pointe Advisors
California
$534K +$11.1K +546 +2%
PA
223
Parallel Advisors
California
$530K +$1.52K +75 +0.3%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$525K -$435K -21,423 -45%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$524K +$513K +25,282 +4,656%
7 8
9
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