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Schwab US REIT ETF
SCHH

Overview Fund Activity

510 hedge funds and large institutions have $4.52B invested in Schwab US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 160 reducing their positions, and 49 closing their positions.

Holders
510
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
6.79%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
67
Increased
203
Reduced
160
Closed
49
Calls
$423K
Puts
$1.72M
Net Calls
-$1.3M
Net Calls Change
+$148K

Top Buyers

1
QC
1
Quadrature Capital
United Kingdom
$21.2M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.13B
3
US Bancorp
3
US Bancorp
Minnesota
$599M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M

Top Sellers

1
BlackRock
1
BlackRock
New York
$24.5M
2
Creative Planning
2
Creative Planning
Kansas
$512M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M
4
QAM
4
Q3 Asset Management
Michigan
$0
5
PIS
5
POM Investment Strategies
North Carolina
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.13B 53,827,142 +909,210 +2%
US Bancorp
2
US Bancorp
Minnesota
$599M 28,445,009 +850,612 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$536M 25,459,549 +813,660 +3%
Creative Planning
4
Creative Planning
Kansas
$512M 24,294,749 -1,404,814 -5%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$310M 14,709 -1,085 -7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$161M 7,649,861 +102,901 +1%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$152M 7,234,435 +252,942 +4%
Cerity Partners
8
Cerity Partners
New York
$63M 2,991,044 -303,082 -9%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$39.8M 1,889,167 +817,240 +76%
RA
10
Rational Advisors
New York
$34.8M 1,650,624 -312,476 -16%
Ameriprise
11
Ameriprise
Minnesota
$31.9M 1,512,887 -69,595 -4%
MSA
12
Mason Street Advisors
Wisconsin
$31.3M 1,486,000 -69,500 -4%
BlackRock
13
BlackRock
New York
$24.5M 1,164,909 -2,301,686 -66%
MIM
14
Morningstar Investment Management
Illinois
$24M 1,139,456 -22,017 -2%
MGIA
15
Moneta Group Investment Advisors
Missouri
$23.6M 1,118,663 +17,747 +2%
AWM
16
Apollon Wealth Management
South Carolina
$22.9M 1,085,766 +14,188 +1%
CST
17
Charles Schwab Trust
Nevada
$22.8M 1,083,343 +60,044 +6%
M&T Bank
18
M&T Bank
New York
$22M 1,046,400 +181,900 +21%
HFS
19
Hantz Financial Services
Michigan
$21.9M 1,037,627 -35,170 -3%
QC
20
Quadrature Capital
United Kingdom
$21.2M 1,007,838 +1,007,838 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$19.3M 916,850 -39,360 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$19.2M 912,204 +167,497 +22%
FM
23
Foster & Motley
Ohio
$19.1M 904,666 +6,633 +0.7%
BEI
24
Benjamin Edwards Inc
Missouri
$18.7M 888,041 +31,942 +4%
BWA
25
BlueSky Wealth Advisors
North Carolina
$17.9M 850,696 +22,228 +3%
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