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Schwab US REIT ETF
SCHH

Overview Fund Activity

502 hedge funds and large institutions have $4.61B invested in Schwab US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 175 reducing their positions, and 35 closing their positions.

Holders
502
Holders Change
+27
Holders Change %
+5.68%
% of All Funds
7.26%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.23%
New
68
Increased
176
Reduced
175
Closed
35
Calls
$514K
Puts
$1.96M
Net Calls
-$1.45M
Net Calls Change
-$353K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
MIM
2
Morningstar Investment Management
Illinois
$26.3M
3
BEI
3
Benjamin Edwards Inc
Missouri
$19.8M
4
PPH
4
Pure Portfolios Holdings
Oregon
$12.5M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$24.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Creative Planning
2
Creative Planning
Kansas
$595M
3
FEG
3
Fund Evaluation Group
Ohio
$0
4
LSAG
4
Lake Street Advisors Group
New Hampshire
$826K
5
BlackRock
5
BlackRock
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.23B 52,917,932 +117,263 +0.2%
US Bancorp
2
US Bancorp
Minnesota
$639M 27,594,397 +319,666 +1%
Creative Planning
3
Creative Planning
Kansas
$595M 25,699,563 -1,554,970 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$571M 24,645,889 +24,596,367 +49,668%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$175M 7,546,960 -173,552 -2%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$162M 6,981,493 +143,809 +2%
BlackRock
7
BlackRock
New York
$80.3M 3,466,595 -199,544 -5%
Cerity Partners
8
Cerity Partners
New York
$76.3M 3,294,126 +442,762 +16%
RA
9
Rational Advisors
New York
$45.5M 1,963,100 +222,456 +13%
Ameriprise
10
Ameriprise
Minnesota
$36.7M 1,582,482 -12,775 -0.8%
MSA
11
Mason Street Advisors
Wisconsin
$36M 1,555,500 -173,800 -10%
MIM
12
Morningstar Investment Management
Illinois
$26.3M 1,161,473 +1,161,473 New
MGIA
13
Moneta Group Investment Advisors
Missouri
$25.5M 1,100,916 -48,574 -4%
HFS
14
Hantz Financial Services
Michigan
$24.9M 1,072,797 -123,732 -10%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$24.8M 1,071,927 +540,925 +102%
AWM
16
Apollon Wealth Management
South Carolina
$24.8M 1,071,578 +24,673 +2%
CST
17
Charles Schwab Trust
Nevada
$23.7M 1,023,299 -32,540 -3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$22.2M 956,210 -29,880 -3%
FM
19
Foster & Motley
Ohio
$20.8M 898,033 -20,140 -2%
M&T Bank
20
M&T Bank
New York
$20M 864,500 -69,500 -7%
BEI
21
Benjamin Edwards Inc
Missouri
$19.8M 856,099 +847,388 +9,728%
BWA
22
BlueSky Wealth Advisors
North Carolina
$19.2M 828,468 +27,191 +3%
EPM
23
Elm Partners Management
Pennsylvania
$18.8M 811,645 +143,889 +22%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17.3M 744,707 +333,912 +81%
ZRP
25
Zynergy Retirement Planning
New Jersey
$15.6M 673,547 -4,716 -0.7%
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