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Schwab US REIT ETF
SCHH

Overview Fund Activity

506 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 179 increasing their positions, 159 reducing their positions, and 42 closing their positions.

Holders
506
Holders Change
+46
Holders Change %
+10%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
93
Increased
179
Reduced
159
Closed
42
Calls
$431K
Puts
$468K
Net Calls
-$37K
Net Calls Change
-$435K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$274M
2
Cerity Partners
2
Cerity Partners
New York
$57.1M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.01B
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.08B

Top Sellers

1
BlackRock
1
BlackRock
New York
$78.3M
2
Creative Planning
2
Creative Planning
Kansas
$608M
3
Charles Schwab
3
Charles Schwab
California
$515M
4
M&T Bank
4
M&T Bank
New York
$19.5M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.08B 52,388,706 +985,714 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B 48,810,587 +1,452,610 +3%
Creative Planning
3
Creative Planning
Kansas
$608M 29,351,371 -558,689 -2%
US Bancorp
4
US Bancorp
Minnesota
$519M 25,070,602 +603,688 +2%
Charles Schwab
5
Charles Schwab
California
$515M 24,853,834 -514,297 -2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$274M 13,227,757 +11,212,038 +556%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$125M 6,055,072 +91,491 +2%
BlackRock
8
BlackRock
New York
$78.3M 3,780,477 -1,893,043 -33%
Cerity Partners
9
Cerity Partners
New York
$57.1M 5,910,260 +3,685,437 +166%
MGIA
10
Moneta Group Investment Advisors
Missouri
$32M 1,545,978 +17,224 +1%
Ameriprise
11
Ameriprise
Minnesota
$30.4M 1,470,173 +1,390,921 +1,755%
RA
12
Rational Advisors
New York
$28.9M 1,395,547 -409,003 -23%
HFS
13
Hantz Financial Services
Michigan
$28.9M 1,395,489 -39,967 -3%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$23.6M 1,138,184 +201,549 +22%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$23M 1,110,082 -117,617 -10%
M&T Bank
16
M&T Bank
New York
$19.5M 939,386 -484,000 -34%
FM
17
Foster & Motley
Ohio
$18.5M 892,734 -33,100 -4%
CST
18
Charles Schwab Trust
Nevada
$18.3M 885,761 +309,435 +54%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$18.1M 875,061 +35,168 +4%
AWM
20
Apollon Wealth Management
South Carolina
$16.1M 778,138 +242,344 +45%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$15.9M 766,808 +480,000 +167%
BWA
22
BlueSky Wealth Advisors
North Carolina
$15.4M 742,520 -28,021 -4%
LSAG
23
Lake Street Advisors Group
New Hampshire
$14.8M 714,688 -359,923 -33%
UBS Group
24
UBS Group
Switzerland
$14.7M 710,688 +155,485 +28%
Wealthfront Advisers
25
Wealthfront Advisers
California
$12.2M 588,999 -207,379 -26%
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