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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
PIS
5
POM Investment Strategies
North Carolina
$11.2M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Worth Asset Management
Texas
$661K +$661K +28,540 New
LCM
202
Liberty Capital Management
Michigan
$650K -$3.06K -132 -0.5%
EE
203
EWG Elevate
California
$645K -$50.2K -2,166 -7%
Vanguard Group
204
Vanguard Group
Pennsylvania
$636K -$222K -9,602 -26%
WA
205
Waverly Advisors
Alabama
$627K -$73.3K -3,165 -10%
FG
206
Foster Group
Iowa
$625K -$20K -863 -3%
WC
207
Waterloo Capital
Texas
$625K -$172K -7,430 -22%
LJAC
208
L.J. Altfest & Co
New York
$625K -$265K -11,417 -30%
GFWA
209
Grey Fox Wealth Advisors
Delaware
$613K -$7.69K -332 -1%
PA
210
Parallel Advisors
California
$610K +$29.8K +1,285 +5%
BSB
211
Bangor Savings Bank
Maine
$604K -$47.4K -2,044 -7%
CFA
212
Cahill Financial Advisors
Minnesota
$600K +$5.98K +258 +1%
SWM
213
SigFig Wealth Management
California
$596K -$320 -23 -0.1%
LF
214
Lee Financial
Texas
$577K -$28.3K -1,223 -5%
N
215
Natixis
France
$566K +$1.43K +62 +0.3%
RJA
216
Raymond James & Associates
Florida
$547K +$78.3K +3,378 +17%
HI
217
Human Investing
Oregon
$542K +$5.91K +255 +1%
DSA
218
Droms Strauss Advisors
Missouri
$537K +$22.3K +964 +4%
EFP
219
Elser Financial Planning
Indiana
$536K +$8.62K +372 +2%
LPAM
220
Lodestar Private Asset Management
California
$534K +$8.69K +375 +2%
IA
221
IFP Advisors
Florida
$533K +$111K +4,804 +26%
GC
222
Garde Capital
Washington
$529K -$16.3K -701 -3%
CCA
223
Carrera Capital Advisors
Michigan
$525K +$120K +5,195 +30%
GGS
224
Galvin Gaustad & Stein
Arizona
$518K -$70.5K -3,044 -12%
YWM
225
Yoder Wealth Management
California
$511K +$22.3K +964 +5%
7 8
9
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