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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 %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$128K -$3.2K -156 -2%
GAM
252
Gemmer Asset Management
California
$115K +$54.8K +2,674 +91%
FRA
253
Front Row Advisors
California
$108K +$41 +2 +0%
WOC
254
West Oak Capital
California
$106K -$41.8K -2,040 -28%
DI
255
Disciplined Investments
Oklahoma
$97K +$1.11K +54 +1%
PB
256
Pinnacle Bancorp
Nebraska
$89K +$3.7K +180 +4%
NIC
257
Northwest Investment Counselors
Oregon
$87K +$87K +4,246 New
RFA
258
Reilly Financial Advisors
California
$84K +$84K +4,080 New
PCIA
259
Prime Capital Investment Advisors
Kansas
$82K -$2.63K -128 -3%
BFG
260
Baron Financial Group
New Jersey
$76.8K -$190K -9,250 -71%
GRP
261
Global Retirement Partners
California
$72K +$55.2K +2,706 +329%
AA
262
Ancora Advisors
Ohio
$71K – – –
BFC
263
Bedel Financial Consulting
Indiana
$65K +$6.94K +338 +12%
QCG
264
Quadrant Capital Group
Ohio
$63K – – –
TRCT
265
Tower Research Capital (TRC)
New York
$61K +$60.4K +2,920 +10,429%
CFO
266
CVA Family Office
Colorado
$57K +$82 +4 +0.1%
BW
267
Bison Wealth
Georgia
$57K +$4.23K +204 +8%
LFG
268
Larson Financial Group
Missouri
$54K +$19.8K +968 +58%
WT
269
Whittier Trust
California
$53K – – –
CIAS
270
Capital Investment Advisory Services
North Carolina
$52K +$15.2K +736 +41%
RCC
271
Red Cedar Capital
Nebraska
$50K – – –
SA
272
SRH Advisors
Kansas
$50K +$124 +6 +0.2%
MFA
273
McClarren Financial Advisors
Pennsylvania
$46K +$83 +4 +0.2%
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$45K +2,180 New
SPIA
275
Steward Partners Investment Advisory
New York
$44.3K +$43K +2,094 +3,377%
9 10
11
12 13