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Schwab US REIT ETF
SCHH

Overview Fund Activity

495 hedge funds and large institutions have $5.08B invested in Schwab US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 161 reducing their positions, and 54 closing their positions.

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
7.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
50
Increased
194
Reduced
161
Closed
54
Calls
$731K
Puts
$32K
Net Calls
+$699K
Net Calls Change
+$736K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$555M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.09B
4
US Bancorp
4
US Bancorp
Minnesota
$529M
5
RA
5
Rational Advisors
New York
$42.3M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$161M
2
Cerity Partners
2
Cerity Partners
New York
$55.5M
3
Creative Planning
3
Creative Planning
Kansas
$578M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$705K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.09B 53,860,915 +1,472,209 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.03B 50,717,540 +1,906,953 +4%
Creative Planning
3
Creative Planning
Kansas
$578M 28,476,079 -875,292 -3%
Charles Schwab
4
Charles Schwab
California
$555M 27,347,574 +2,493,740 +10%
US Bancorp
5
US Bancorp
Minnesota
$529M 26,073,111 +1,002,509 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$161M 7,917,881 -5,309,876 -40%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$129M 6,356,836 +301,764 +5%
BlackRock
8
BlackRock
New York
$90.4M 4,453,300 +672,823 +18%
Cerity Partners
9
Cerity Partners
New York
$55.5M 2,736,784 -3,173,476 -54%
RA
10
Rational Advisors
New York
$42.3M 2,081,886 +686,339 +49%
Ameriprise
11
Ameriprise
Minnesota
$30.7M 1,510,242 +40,069 +3%
MGIA
12
Moneta Group Investment Advisors
Missouri
$29.1M 1,433,762 -112,216 -7%
HFS
13
Hantz Financial Services
Michigan
$26.7M 1,316,361 -79,128 -6%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$25.3M 1,244,689 +106,505 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$21.8M 1,071,869 -38,213 -3%
CST
16
Charles Schwab Trust
Nevada
$20.2M 994,752 +108,991 +12%
AWM
17
Apollon Wealth Management
South Carolina
$19.3M 950,118 +171,980 +22%
M&T Bank
18
M&T Bank
New York
$19M 934,386 -5,000 -0.5%
FM
19
Foster & Motley
Ohio
$18.3M 902,059 +9,325 +1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$17.1M 840,555 -34,506 -4%
UBS Group
21
UBS Group
Switzerland
$14.2M 699,535 -11,153 -2%
LSAG
22
Lake Street Advisors Group
New Hampshire
$14.1M 696,910 -17,778 -2%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$13.6M 670,498 -96,310 -13%
Wealthfront Advisers
24
Wealthfront Advisers
California
$12.5M 613,599 +24,600 +4%
Betterment LLC
25
Betterment LLC
New York
$11.3M 557,708 +60,525 +12%
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