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Schwab US REIT ETF
SCHH

Overview Fund Activity

465 hedge funds and large institutions have $5.17B invested in Schwab US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-9
Holders Change %
-1.9%
% of All Funds
7.36%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
55
Increased
190
Reduced
149
Closed
58
Calls
$959K
Puts
$493K
Net Calls
+$466K
Net Calls Change
+$160K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$163M
2
Charles Schwab
Charles Schwab
California
$455M
3
Creative Planning
Creative Planning
Kansas
$713M
4
TCM
Tradewinds Capital Management
Washington
$38.8M
5
US Bancorp
US Bancorp
Minnesota
$437M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$117M
2
PFG
Piershale Financial Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$4.72M
4
Financial Engines Advisors
Financial Engines Advisors
California
$856M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Laidlaw Wealth Management
New York
$519K +$50 +2 +0%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$512K -$89.2K -3,582 -15%
BFA
228
Bluestem Financial Advisors
Illinois
$510K +$212K +8,531 +71%
FNBT
229
FineMark National Bank & Trust
Florida
$506K +$647 +26 +0.1%
CAN
230
Cetera Advisor Networks
California
$502K -$710K -28,534 -59%
MIC
231
Means Investment Company
Maine
$497K +$497K +19,965 New
SIC
232
SJS Investment Consulting
Ohio
$492K +$60.7K +2,441 +14%
TIM
233
Tortoise Investment Management
New York
$491K -$63.2K -2,540 -11%
LFA
234
Laraway Financial Advisors
Minnesota
$487K -$1.24K -50 -0.3%
SCI
235
Stableford Capital II
Arizona
$487K +$8.5K +336 +2%
DSA
236
Droms Strauss Advisors
Missouri
$486K +$57.8K +2,303 +13%
CP
237
Camelot Portfolios
Ohio
$477K -$14K -562 -3%
FWI
238
Facet Wealth Inc
Maryland
$476K +$23.4K +939 +5%
VWA
239
Visionary Wealth Advisors
Illinois
$473K -$1.33M -53,323 -74%
AFAS
240
Acorn Financial Advisory Services
Virginia
$471K +$32.3K +1,305 +7%
SWM
241
Spire Wealth Management
Virginia
$470K +$128K +5,145 +37%
RG
242
Retirement Group
California
$459K +$4.38K +176 +1%
CCM
243
Crew Capital Management
Ohio
$456K -$11.6K -467 -2%
GFP
244
Guardian Financial Partners
California
$450K +$55.3K +2,170 +14%
AWM
245
Avaii Wealth Management
Wisconsin
$440K +$440K +17,702 New
WF
246
Whelan Financial
California
$435K -$25.2K -1,012 -5%
BPA
247
Beacon Pointe Advisors
California
$434K +$79.1K +3,182 +22%
CC
248
Callan Capital
California
$430K +$131K +5,268 +44%
BA
249
Bridgewater Advisors
New York
$429K +$10.7K +429 +3%
FA
250
Fiducient Advisors
Illinois
$406K -$2.39M -95,800 -85%
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