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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 %
BlackRock
251
BlackRock
New York
$238K -$8.01K -350 -3%
HA
252
Harborview Advisors
Maine
$236K +$236K +10,290 New
CA
253
Cetera Advisors
Colorado
$236K +$236K +10,292 New
KAS
254
Kestra Advisory Services
Texas
$230K -$75.6K -3,306 -25%
DSA
255
Droms Strauss Advisors
Missouri
$230K +$230K +10,142 New
BPA
256
Beacon Pointe Advisors
California
$226K +$226K +9,880 New
SFS
257
Strategic Financial Services
New York
$224K -$6.58K -288 -3%
EFG
258
Everhart Financial Group
Ohio
$220K -$29.3K -1,276 -12%
GRP
259
Global Retirement Partners
California
$219K +$138K +6,048 +171%
RSWM
260
Robertson Stephens Wealth Management
California
$218K -$149K -6,530 -41%
IA
261
IFP Advisors
Florida
$218K +$43K +1,894 +25%
FSWA
262
Financial Synergies Wealth Advisors
Texas
$208K -$162K -7,066 -44%
GGS
263
Galvin Gaustad & Stein
Arizona
$208K -$16K -700 -7%
GIA
264
Gladstone Institutional Advisory
Florida
$200K -$35.3K -1,542 -15%
AWA
265
Acorn Wealth Advisors
Michigan
$200K +$200K +8,716 New
CI
266
CX Institutional
Indiana
$171K +$3.15K +138 +2%
CG
267
Cutler Group
California
$169K +$164K +7,200 +3,600%
CIR
268
Clear Investment Research
Georgia
$168K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$151K +$7.85K +342 +5%
BCM
270
Blume Capital Management
California
$139K -$4.57K -200 -3%
GAM
271
Gemmer Asset Management
California
$129K +$549 +24 +0.4%
FRA
272
Front Row Advisors
California
$128K +$1.91K +80 +2%
WOC
273
West Oak Capital
California
$118K – – –
PB
274
Pinnacle Bancorp
Nebraska
$99K – – –
DI
275
Disciplined Investments
Oklahoma
$93K -$15.5K -676 -14%
9 10
11
12 13