SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

460 hedge funds and large institutions have $4.12B invested in Schwab US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 180 increasing their positions, 146 reducing their positions, and 41 closing their positions.

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
180
Reduced
146
Closed
41
Calls
$939K
Puts
$541K
Net Calls
+$398K
Net Calls Change
-$33K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$106M
2
CSIA
2
Charles Schwab Investment Advisory
California
$912M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$841M
4
BlackRock
4
BlackRock
New York
$101M
5
Charles Schwab
5
Charles Schwab
California
$450M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.55M
2
CCA
2
Catalyst Capital Advisors
New York
$0
3
MRC
3
Millburn Ridgefield Corp
New York
$1.17M
4
Creative Planning
4
Creative Planning
Kansas
$531M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$912M 51,402,992 +2,010,996 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$841M 47,357,977 +1,921,502 +4%
Creative Planning
3
Creative Planning
Kansas
$531M 29,910,060 -1,149,350 -4%
Charles Schwab
4
Charles Schwab
California
$450M 25,368,131 +1,633,614 +7%
US Bancorp
5
US Bancorp
Minnesota
$434M 24,466,914 +882,861 +4%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$106M 5,963,581 +5,963,581 New
BlackRock
7
BlackRock
New York
$101M 5,673,520 +1,739,411 +44%
Cerity Partners
8
Cerity Partners
New York
$39.5M 2,224,823 -49,112 -2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$35.8M 2,015,719 +43,289 +2%
RA
10
Rational Advisors
New York
$32M 1,804,550 -157,863 -8%
MGIA
11
Moneta Group Investment Advisors
Missouri
$27.1M 1,528,754 -584,484 -28%
HFS
12
Hantz Financial Services
Michigan
$25.5M 1,435,456 +240,738 +20%
M&T Bank
13
M&T Bank
New York
$25.3M 1,423,386 – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$21.8M 1,227,699 -251,524 -17%
LSAG
15
Lake Street Advisors Group
New Hampshire
$19.1M 1,074,611 -26,949 -2%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$16.6M 936,635 +27,063 +3%
FM
17
Foster & Motley
Ohio
$16.4M 925,834 +4,444 +0.5%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$14.9M 839,893 +28,059 +3%
Wealthfront Advisers
19
Wealthfront Advisers
California
$14.1M 796,378 +185,256 +30%
BWA
20
BlueSky Wealth Advisors
North Carolina
$13.7M 770,541 +45,691 +6%
CST
21
Charles Schwab Trust
Nevada
$10.2M 576,326 -97,643 -14%
UBS Group
22
UBS Group
Switzerland
$9.85M 555,203 +4,940 +0.9%
Mariner
23
Mariner
Kansas
$9.59M 540,416 -73,289 -12%
AWM
24
Apollon Wealth Management
South Carolina
$9.51M 535,794 +56,266 +12%
Betterment LLC
25
Betterment LLC
New York
$9.08M 511,366 +37,063 +8%
1
2 3 4 5