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Schwab US REIT ETF
SCHH

Overview Fund Activity

400 hedge funds and large institutions have $4.25B invested in Schwab US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+16
Holders Change %
+4.17%
% of All Funds
6.98%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
48
Increased
157
Reduced
126
Closed
28
Calls
$7K
Puts
$893K
Net Calls
-$886K
Net Calls Change
-$1.37M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.04B
2
US Bancorp
US Bancorp
Minnesota
$340M
3
GCA
Genesee Capital Advisors
New York
$11.7M
4
IA
IAM Advisory
Pennsylvania
$11.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$24.8M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$623M
2
Financial Engines Advisors
Financial Engines Advisors
California
$763M
3
M&T Bank
M&T Bank
New York
$24.7M
4
Ameriprise
Ameriprise
Minnesota
$2.63M
5
FEG
Fund Evaluation Group
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
226
Great Lakes Advisors
Illinois
$353K -$68.1K -2,972 -16%
PGA
227
Portland Global Advisors
Maine
$345K – – –
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$343K – – –
RBC
229
Roble Belko & Company
Pennsylvania
$341K +$183 +8 +0.1%
CAMG
230
CWA Asset Management Group
Florida
$341K +$1.47K +64 +0.4%
NWA
231
Navis Wealth Advisors
New York
$332K +$1.42K +62 +0.4%
PS
232
Portfolio Solutions
Michigan
$328K – – –
Brown Advisory
233
Brown Advisory
Maryland
$325K +$325K +14,200 New
BO
234
BRR OpCo
Ohio
$323K +$323K +14,112 New
SAM
235
SignalPoint Asset Management
Missouri
$317K +$51.7K +2,254 +19%
VCM
236
Virtue Capital Management
Tennessee
$300K -$213K -9,330 -42%
PI
237
PEAK6 Investments
Illinois
$293K +$293K +12,786 New
NFG
238
Next Financial Group
Texas
$292K +$7.75K +338 +3%
PA
239
Pinnacle Associates
New York
$289K +$3.44K +150 +1%
FG
240
Foster Group
Iowa
$287K +$1.14K +50 +0.4%
PWMAG
241
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$3.44K +150 +1%
SFS
242
Summit Financial Strategies
Ohio
$274K -$5.58K -244 -2%
BFA
243
Bluestem Financial Advisors
Illinois
$272K -$35.8K -1,564 -12%
AFP
244
Ausdal Financial Partners
Iowa
$270K +$6.42K +280 +2%
BAMG
245
Brand Asset Management Group
Missouri
$267K +$15.8K +688 +6%
RMC
246
Regis Management Company
California
$266K – – –
IAN
247
Integrated Advisors Network
Texas
$265K -$9.11K -398 -3%
WW
248
Waterfront Wealth
Kansas
$253K – – –
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$868 +38 +0.3%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$250K +$6.54K +286 +3%
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