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Schwab US REIT ETF
SCHH

Overview Fund Activity

473 hedge funds and large institutions have $4.29B invested in Schwab US REIT ETF in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 156 reducing their positions, and 57 closing their positions.

Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
7.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
179
Reduced
156
Closed
57
Calls
$1.05M
Puts
$1.76M
Net Calls
-$704K
Net Calls Change
-$1.28M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$809M
2
BlackRock
2
BlackRock
New York
$64.9M
3
US Bancorp
3
US Bancorp
Minnesota
$427M
4
Cerity Partners
4
Cerity Partners
New York
$37.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$931M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$39.7M
2
MTC
2
Matrix Trust Company
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$601M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$931M 47,764,630 +1,290,637 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$809M 41,475,079 +4,910,518 +13%
Creative Planning
3
Creative Planning
Kansas
$601M 30,806,795 -1,884,174 -6%
US Bancorp
4
US Bancorp
Minnesota
$427M 21,894,125 +1,621,041 +8%
Charles Schwab
5
Charles Schwab
California
$424M 21,732,207 +1,107,353 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$124M 6,337,569 +141,059 +2%
BlackRock
7
BlackRock
New York
$64.9M 3,327,206 +3,326,378 +401,736%
MGIA
8
Moneta Group Investment Advisors
Missouri
$59.1M 3,033,065 -43,111 -1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$51.8M 2,658,351 -374,190 -12%
RA
10
Rational Advisors
New York
$48.2M 2,471,651 +176,205 +8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$39.7M 2,035,731 -2,348,024 -54%
Cerity Partners
12
Cerity Partners
New York
$37.6M 1,930,420 +1,387,318 +255%
M&T Bank
13
M&T Bank
New York
$27.8M 1,423,480 +510,800 +56%
MRC
14
Millburn Ridgefield Corp
New York
$26.1M 1,340,815 +111,505 +9%
CCA
15
Catalyst Capital Advisors
New York
$24.4M 1,251,723 +123,091 +11%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$20.2M 1,035,000 +1,035,000 New
HFS
17
Hantz Financial Services
Michigan
$18.5M 946,577 +228,160 +32%
FM
18
Foster & Motley
Ohio
$17.8M 913,283 +44,424 +5%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$16.6M 849,613 +34,987 +4%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$15.3M 786,172 +613,171 +354%
LSAG
21
Lake Street Advisors Group
New Hampshire
$13.6M 698,362 +37,328 +6%
Wealthfront Advisers
22
Wealthfront Advisers
California
$13.6M 697,245 +32,285 +5%
BWA
23
BlueSky Wealth Advisors
North Carolina
$13.5M 690,425 +26,725 +4%
Mariner
24
Mariner
Kansas
$11.7M 600,343 +97,811 +19%
CST
25
Charles Schwab Trust
Nevada
$11.5M 588,606 -179,843 -23%
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