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Schwab US REIT ETF
SCHH

Overview Fund Activity

475 hedge funds and large institutions have $5.12B invested in Schwab US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 56 closing their positions.

Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
6.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
42
Increased
163
Reduced
171
Closed
56
Calls
$567K
Puts
$1.66M
Net Calls
-$1.09M
Net Calls Change
-$1.79M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B
3
MSA
3
Mason Street Advisors
Wisconsin
$34.5M
4
US Bancorp
4
US Bancorp
Minnesota
$545M
5
BWA
5
BlueSky Wealth Advisors
North Carolina
$16M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$544M
3
MFT
3
Moisand Fitzgerald Tamayo
Florida
$4.81M
4
BlackRock
4
BlackRock
New York
$73.2M
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.69B 84,742,314 +57,394,740 +210%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.06B 52,800,669 +2,083,129 +4%
US Bancorp
3
US Bancorp
Minnesota
$545M 27,274,731 +1,201,620 +5%
Creative Planning
4
Creative Planning
Kansas
$544M 27,254,533 -1,221,546 -4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$154M 7,720,512 -197,369 -2%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$137M 6,837,684 +480,848 +8%
BlackRock
7
BlackRock
New York
$73.2M 3,666,139 -787,161 -18%
Cerity Partners
8
Cerity Partners
New York
$56.9M 2,851,364 +114,580 +4%
RA
9
Rational Advisors
New York
$34.8M 1,740,644 -341,242 -16%
MSA
10
Mason Street Advisors
Wisconsin
$34.5M 1,729,300 +1,729,300 New
Ameriprise
11
Ameriprise
Minnesota
$31.9M 1,595,257 +85,015 +6%
HFS
12
Hantz Financial Services
Michigan
$23.9M 1,196,529 -119,832 -9%
MGIA
13
Moneta Group Investment Advisors
Missouri
$23M 1,149,490 -284,272 -20%
CST
14
Charles Schwab Trust
Nevada
$21.1M 1,055,839 +61,087 +6%
AWM
15
Apollon Wealth Management
South Carolina
$20.9M 1,046,905 +96,787 +10%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$19.7M 986,090 -85,779 -8%
M&T Bank
17
M&T Bank
New York
$18.7M 934,000 -386 -0%
FM
18
Foster & Motley
Ohio
$18.3M 918,173 +16,114 +2%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$16.7M 834,046 -6,509 -0.8%
BWA
20
BlueSky Wealth Advisors
North Carolina
$16M 801,277 +801,277 New
ZRP
21
Zynergy Retirement Planning
New Jersey
$13.5M 678,263 +678,263 New
EPM
22
Elm Partners Management
Pennsylvania
$13.3M 667,756 +488,647 +273%
UBS Group
23
UBS Group
Switzerland
$13.3M 667,534 -32,001 -5%
Wealthfront Advisers
24
Wealthfront Advisers
California
$13M 651,671 +38,072 +6%
QAM
25
Q3 Asset Management
Michigan
$11.3M 530,000 +530,000 New
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