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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
$638M
2
MGIA
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$150M
5
OAM
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.52M
2
CSIA
Charles Schwab Investment Advisory
California
$960M
3
TCM
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$713M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$344K +$66.3K +3,153 +24%
SCFS
252
S.C. Financial Services
Arizona
$343K +$343K +16,253 New
RJA
253
Raymond James & Associates
Florida
$333K -$7.35K -348 -2%
BFG
254
Barber Financial Group
Kansas
$331K +$331K +15,702 New
BBW
255
Blue Barn Wealth
Utah
$327K +$992 +47 +0.3%
MA
256
Mangham Associates
Virginia
$327K +$122K +5,807 +60%
TF
257
Theory Financial
Colorado
$325K +$325K +15,197 New
BFA
258
Bluestem Financial Advisors
Illinois
$322K -$109K -5,189 -25%
PGA
259
Portland Global Advisors
Maine
$318K – – –
AWS
260
Atria Wealth Solutions
New York
$317K +$5.34K +253 +2%
CCA
261
Cobblestone Capital Advisors
New York
$313K +$253 +12 +0.1%
NWA
262
Navis Wealth Advisors
New York
$311K +$2.02K +96 +0.7%
UB
263
UMB Bank
Missouri
$311K +$79.5K +3,771 +34%
HT
264
HAP Trading
New York
$310K -$687K -32,616 -69%
HWA
265
Hillcrest Wealth Advisors
New Jersey
$310K +$310K +14,700 New
Brown Advisory
266
Brown Advisory
Maryland
$306K – – –
SAM
267
SignalPoint Asset Management
Missouri
$296K -$1.41K -67 -0.5%
BPA
268
Beacon Pointe Advisors
California
$295K -$73.7K -3,490 -20%
MIS
269
Morningstar Investment Services
Illinois
$294K -$177K -8,353 -38%
CW
270
CreativeOne Wealth
Kansas
$292K -$41.7K -1,978 -13%
PAS
271
Park Avenue Securities
New York
$287K +$109K +5,176 +61%
AIA
272
Armor Investment Advisors
North Carolina
$286K -$16.9K -802 -6%
RBC
273
Roble Belko & Company
Pennsylvania
$286K -$274 -13 -0.1%
FVWA
274
Foster Victor Wealth Advisors
South Carolina
$285K -$3.72K -174 -1%
AFP
275
Ausdal Financial Partners
Iowa
$280K -$5.52K -262 -2%
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