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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.13B
3
US Bancorp
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
BlackRock
New York
$24.5M
2
Creative Planning
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$310M
4
QAM
Q3 Asset Management
Michigan
$0
5
PIS
POM Investment Strategies
North Carolina
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWML
201
M Wealth Management LLC
California
$663K +$663K +31,475 New
WP
202
WealthShield Partners
North Carolina
$662K +$32.1K +1,525 +5%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$660K +$46.1K +2,188 +8%
B
204
Bensler
Washington
$631K -$81.3K -3,861 -11%
ECM
205
Evergreen Capital Management
Washington
$630K – – –
CFA
206
Cahill Financial Advisors
Minnesota
$627K +$81.1K +3,850 +15%
JWS
207
Juncture Wealth Strategies
Arizona
$619K -$21.5K -1,019 -3%
PHAM
208
Palisades Hudson Asset Management
Florida
$619K -$5.73K -272 -0.9%
FTS
209
Fifth Third Securities
Ohio
$599K -$30.3K -1,441 -5%
FF
210
Friedenthal Financial
New Jersey
$596K -$31.9K -1,514 -5%
Truist Financial
211
Truist Financial
North Carolina
$593K -$916K -43,489 -61%
EE
212
EWG Elevate
California
$592K +$5.88K +279 +1%
IA
213
IFP Advisors
Florida
$592K +$107K +5,090 +22%
WA
214
Waverly Advisors
Alabama
$591K +$21.4K +1,015 +4%
PA
215
Parallel Advisors
California
$588K +$33.8K +1,606 +6%
LJAC
216
L.J. Altfest & Co
New York
$586K +$17.9K +852 +3%
LCM
217
Liberty Capital Management
Michigan
$583K -$7.2K -342 -1%
YWM
218
Yoder Wealth Management
California
$580K +$115K +5,475 +25%
Vanguard Group
219
Vanguard Group
Pennsylvania
$579K +$400 +19 +0.1%
SWM
220
SigFig Wealth Management
California
$568K +$17.8K +1,384 +3%
FG
221
Foster Group
Iowa
$562K -$6.55K -311 -1%
GFWA
222
Grey Fox Wealth Advisors
Delaware
$559K +$1.58K +75 +0.3%
BHCM
223
Brevan Howard Capital Management
Jersey
$559K +$559K +26,544 New
EGWAG
224
Elwood & Goetz Wealth Advisory Group
Georgia
$545K +$331K +15,712 +154%
BSB
225
Bangor Savings Bank
Maine
$544K -$5.01K -238 -0.9%
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