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Schwab US REIT ETF
SCHH

Overview Fund Activity

384 hedge funds and large institutions have $3.79B invested in Schwab US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+21
Holders Change %
+5.79%
% of All Funds
6.76%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
62
Increased
152
Reduced
106
Closed
38
Calls
$480K
Puts
–
Net Calls
+$480K
Net Calls Change
+$476K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$705M
2
CSIA
2
Charles Schwab Investment Advisory
California
$898M
3
US Bancorp
3
US Bancorp
Minnesota
$287M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.9M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$190M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$797K
2
ABC
2
Associated Banc-Corp
Wisconsin
$0
3
MTC
3
Matrix Trust Company
Colorado
$50.5M
4
M&T Bank
4
M&T Bank
New York
$31.2M
5
Creative Planning
5
Creative Planning
Kansas
$597M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$256K -$58K -2,822 -18%
LCM
227
Liberty Capital Management
Michigan
$255K -$253K -12,302 -50%
NFG
228
Next Financial Group
Texas
$255K +$60.2K +2,930 +31%
SFS
229
Summit Financial Strategies
Ohio
$251K +$26.7K +1,300 +12%
IAN
230
Integrated Advisors Network
Texas
$246K +$2.55K +124 +1%
PWMAG
231
Pinnacle Wealth Management Advisory Group
New Jersey
$244K – – –
RMC
232
Regis Management Company
California
$239K – – –
SAM
233
SignalPoint Asset Management
Missouri
$238K +$238K +11,576 New
AFP
234
Ausdal Financial Partners
Iowa
$236K +$236K +11,504 New
WW
235
Waterfront Wealth
Kansas
$231K +$231K +11,064 New
WSTAM
236
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$227K +11,034 New
BAMG
237
Brand Asset Management Group
Missouri
$225K -$233K -11,372 -51%
EFG
238
Everhart Financial Group
Ohio
$223K +$223K +10,858 New
BlackRock
239
BlackRock
New York
$221K -$9.66K -470 -4%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$219K +$219K +10,646 New
GIA
241
Gladstone Institutional Advisory
Florida
$211K +$211K +10,278 New
Goldman Sachs
242
Goldman Sachs
New York
$210K -$210K -10,222 -50%
SFS
243
Strategic Financial Services
New York
$207K +$207K +10,088 New
I
244
INVST
Indiana
$203K +$203K +9,124 New
VWA
245
Visionary Wealth Advisors
Illinois
$203K +$203K +9,882 New
GGS
246
Galvin Gaustad & Stein
Arizona
$201K +$201K +9,782 New
IA
247
IFP Advisors
Florida
$158K -$48.7K -2,378 -24%
CI
248
CX Institutional
Indiana
$151K -$213K -10,360 -59%
CIR
249
Clear Investment Research
Georgia
$151K – – –
BCM
250
Blume Capital Management
California
$129K -$2.9M -141,364 -96%
8 9
10
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