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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B
3
MSA
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
US Bancorp
Minnesota
$545M
5
BWA
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$544M
2
MFT
Moisand Fitzgerald Tamayo
Florida
$4.81M
3
BlackRock
BlackRock
New York
$73.2M
4
LSAG
Lake Street Advisors Group
New Hampshire
$4.94M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$536K +$20.3K +1,019 +4%
Sumitomo Mitsui Trust Group
202
Sumitomo Mitsui Trust Group
Japan
$534K -$319K -15,949 -37%
Millennium Management
203
Millennium Management
New York
$529K -$345K -17,267 -39%
LF
204
Lee Financial
Texas
$525K -$66.3K -3,295 -11%
JPMorgan Chase & Co
205
JPMorgan Chase & Co
New York
$524K -$4.34M -217,270 -89%
CFA
206
Cahill Financial Advisors
Minnesota
$512K – – –
GGS
207
Galvin Gaustad & Stein
Arizona
$507K -$38.9K -1,948 -7%
PA
208
Parallel Advisors
California
$500K -$21.5K -1,078 -4%
KWA
209
Kingswood Wealth Advisors
California
$500K +$500K +25,027 New
WA
210
WBH Advisory
Maryland
$491K -$259K -12,972 -35%
N
211
Natixis
France
$486K -$3.22K -162 -0.7%
AWM
212
Avaii Wealth Management
Wisconsin
$481K +$8.89K +445 +2%
PCIA
213
Prime Capital Investment Advisors
Kansas
$481K -$2.17M -108,860 -82%
GC
214
Garde Capital
Washington
$470K -$284K -14,204 -38%
Citigroup
215
Citigroup
New York
$464K +$432K +21,640 +1,349%
HI
216
Human Investing
Oregon
$462K +$57.3K +2,867 +14%
EFP
217
Elser Financial Planning
Indiana
$455K +$455K +22,781 New
LPAM
218
Lodestar Private Asset Management
California
$453K +$13.1K +654 +3%
Jane Street
219
Jane Street
New York
$452K -$548K -27,443 -55%
SFS
220
Summit Financial Strategies
Ohio
$449K -$44.8K -2,241 -9%
BFA
221
Bluestem Financial Advisors
Illinois
$444K +$30.3K +1,515 +7%
DSA
222
Droms Strauss Advisors
Missouri
$444K -$37.3K -1,868 -8%
SCI
223
Stableford Capital II
Arizona
$438K -$3.63K -170 -0.8%
TWM
224
Tradition Wealth Management
Minnesota
$435K +$10.5K +528 +2%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$432K -$14K -701 -3%
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