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Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$887M
2
Charles Schwab
2
Charles Schwab
California
$464M
3
US Bancorp
3
US Bancorp
Minnesota
$461M
4
CSIA
4
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
5
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
3
Rational Advisors
New York
$38.3M
4
BSB
4
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$965M 49,391,996 +1,627,366 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$887M 45,436,475 +3,961,396 +10%
Creative Planning
3
Creative Planning
Kansas
$607M 31,059,410 +252,615 +0.8%
Charles Schwab
4
Charles Schwab
California
$464M 23,734,517 +2,002,310 +9%
US Bancorp
5
US Bancorp
Minnesota
$461M 23,584,053 +1,689,928 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$118M 6,028,230 -309,339 -5%
BlackRock
7
BlackRock
New York
$76.8M 3,934,109 +606,903 +18%
Cerity Partners
8
Cerity Partners
New York
$44.4M 2,273,935 +343,515 +18%
MGIA
9
Moneta Group Investment Advisors
Missouri
$41.3M 2,113,238 -919,827 -30%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$38.5M 1,972,430 -63,301 -3%
RA
11
Rational Advisors
New York
$38.3M 1,962,413 -509,238 -21%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$28.9M 1,479,223 -1,179,128 -44%
M&T Bank
13
M&T Bank
New York
$27.8M 1,423,386 -94 -0%
MRC
14
Millburn Ridgefield Corp
New York
$26.7M 1,365,002 +24,187 +2%
CCA
15
Catalyst Capital Advisors
New York
$24.4M 1,251,723 – –
HFS
16
Hantz Financial Services
Michigan
$23.3M 1,194,718 +248,141 +26%
LSAG
17
Lake Street Advisors Group
New Hampshire
$21.5M 1,101,560 +403,198 +58%
FM
18
Foster & Motley
Ohio
$18M 921,390 +8,107 +0.9%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$17.8M 909,572 +59,959 +7%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$15.9M 811,834 +25,662 +3%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$14.3M 735,000 -300,000 -29%
BWA
22
BlueSky Wealth Advisors
North Carolina
$14.2M 724,850 +34,425 +5%
CST
23
Charles Schwab Trust
Nevada
$12.6M 673,969 +85,363 +15%
Mariner
24
Mariner
Kansas
$12M 613,705 +13,362 +2%
Wealthfront Advisers
25
Wealthfront Advisers
California
$11.9M 611,122 -86,123 -12%
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