SCHH icon

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
+$120M
2
Charles Schwab
Charles Schwab
California
+$79.1M
3
Creative Planning
Creative Planning
Kansas
+$48.8M
4
TCM
Tradewinds Capital Management
Washington
+$30.3M
5
US Bancorp
US Bancorp
Minnesota
+$22.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
PFG
Piershale Financial Group
Illinois
-$29.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$12.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$10.9M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
251
Raymond James & Associates
Florida
$401K -$74.2K -2,984 -16%
CA
252
Cambridge Advisors
Nebraska
$401K +$1.44K +58 +0.4%
CB
253
Commerce Bank
Missouri
$401K +$24.5K +984 +7%
CW
254
CreativeOne Wealth
Kansas
$394K -$105K -4,207 -21%
GLA
255
Great Lakes Advisors
Illinois
$387K +$398 +16 +0.1%
BBW
256
Blue Barn Wealth
Utah
$384K -$34.3K -1,379 -8%
PGA
257
Portland Global Advisors
Maine
$375K – – –
CAMG
258
CWA Asset Management Group
Florida
$374K +$497 +20 +0.1%
OPS
259
Orion Portfolio Solutions
Nebraska
$373K +$56K +2,247 +18%
AF
260
Advisornet Financial
Minnesota
$369K -$64K -2,566 -15%
CCA
261
Cobblestone Capital Advisors
New York
$369K +$8.47K +340 +2%
AWS
262
Atria Wealth Solutions
New York
$367K +$367K +14,756 New
NWA
263
Navis Wealth Advisors
New York
$365K +$473 +19 +0.1%
Brown Advisory
264
Brown Advisory
Maryland
$361K +$7.27K +292 +2%
AIA
265
Armor Investment Advisors
North Carolina
$358K -$42.2K -1,693 -11%
SAM
266
SignalPoint Asset Management
Missouri
$352K +$14.6K +584 +4%
FG
267
Foster Group
Iowa
$350K +$43.4K +1,744 +14%
FVWA
268
Foster Victor Wealth Advisors
South Carolina
$345K -$6.15K -241 -2%
RBC
269
Roble Belko & Company
Pennsylvania
$338K -$348 -14 -0.1%
AFP
270
Ausdal Financial Partners
Iowa
$337K +$6.09K +245 +2%
HWM
271
HB Wealth Management
Georgia
$336K -$70.5K -2,830 -17%
PS
272
Portfolio Solutions
Michigan
$328K -$5.5K -221 -2%
CAM
273
Cresset Asset Management
Illinois
$328K +$12.4K +499 +4%
BAM
274
Belpointe Asset Management
Nevada
$328K +$328K +13,178 New
EE
275
EWG Elevate
California
$325K +$325K +13,059 New
9 10
11
12 13