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Schwab US REIT ETF
SCHH

Overview Fund Activity

464 hedge funds and large institutions have $4.28B invested in Schwab US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 134 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.85%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
55
Increased
188
Reduced
134
Closed
51
Calls
$1.03M
Puts
$835K
Net Calls
+$194K
Net Calls Change
-$272K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$33.8M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$17.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.3M
5
OAM
Oak Asset Management
California
+$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$97M
2
CSIA
Charles Schwab Investment Advisory
California
-$55.4M
3
TCM
Tradewinds Capital Management
Washington
-$23.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$12.6M
5
AWM
Aries Wealth Management
Maine
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
226
Guardian Financial Partners
California
$449K +$76.4K +3,618 +20%
ISWM
227
Independent Solutions Wealth Management
New York
$448K +$448K +21,225 New
LWM
228
Laidlaw Wealth Management
New York
$435K -$5.11K -242 -1%
SCI
229
Stableford Capital II
Arizona
$433K – – –
FNBT
230
FineMark National Bank & Trust
Florida
$431K +$2.53K +120 +0.6%
TIM
231
Tortoise Investment Management
New York
$423K +$6.96K +330 +2%
AWM
232
Avaii Wealth Management
Wisconsin
$421K +$47.5K +2,252 +13%
LFA
233
Laraway Financial Advisors
Minnesota
$410K -$2.95K -140 -0.7%
FWI
234
Facet Wealth Inc
Maryland
$397K -$6.86K -325 -2%
CCM
235
Crew Capital Management
Ohio
$384K -$2.53K -120 -0.7%
CWM
236
Collaborative Wealth Management
Florida
$373K +$373K +17,706 New
NEGWA
237
New England Guild Wealth Advisors
Connecticut
$372K +$372K +17,620 New
BA
238
Bridgewater Advisors
New York
$371K +$7.03K +333 +2%
CA
239
Cambridge Advisors
Nebraska
$371K +$30.7K +1,452 +9%
JFGLC
240
Johnson Financial Group LLC (Colorado)
Colorado
$369K +$369K +17,507 New
CC
241
Callan Capital
California
$365K – – –
CP
242
Camelot Portfolios
Ohio
$364K -$40.6K -1,923 -10%
ASI
243
Advisory Services & Investments
Oregon
$358K -$2.42M -114,889 -87%
FG
244
Foster Group
Iowa
$358K +$61.6K +2,925 +21%
PA
245
Pinnacle Associates
New York
$358K +$92.1K +4,369 +35%
NL
246
NWAM LLC
Washington
$351K +$108K +5,124 +45%
VWA
247
Visionary Wealth Advisors
Illinois
$350K -$50.7K -2,404 -13%
AFAS
248
Acorn Financial Advisory Services
Virginia
$348K -$50.4K -2,409 -13%
CAMG
249
CWA Asset Management Group
Florida
$348K +$30.5K +1,444 +10%
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$92.1K +4,369 +36%
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