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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 %
CHA
276
Carmichael Hill & Associates
Maryland
$41K – – –
WTC
277
WhitTier Trust Company
Nevada
$41K – – –
BEI
278
Benjamin Edwards Inc
Missouri
$40K +$247 +12 +0.6%
SFP
279
Sterling Financial Planning
New Jersey
$39K +$83 +4 +0.2%
LF
280
Lee Financial
Texas
$37K +$2.7K +132 +8%
Barclays
281
Barclays
United Kingdom
$37K +$37K +1,822 New
APA
282
American Portfolios Advisors
New York
$36.9K +$16.3K +792 +79%
AIC
283
Ameritas Investment Company
Nebraska
$36K +$36K +1,752 New
TFS
284
TrustCore Financial Services
Tennessee
$35K -$82.2K -3,962 -70%
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$35K +$8.22K +402 +31%
MCC
286
Money Concepts Capital
Florida
$34K -$11.5K -566 -25%
MA
287
MUFG Americas
New York
$33K – – –
WCM
288
Wealthcare Capital Management
Virginia
$33K +$33K +1,610 New
ADL
289
Asset Dedication LLC
California
$31K – – –
TWA
290
TCI Wealth Advisors
Arizona
$31K +$4.87K +236 +19%
AssetMark Inc
291
AssetMark Inc
California
$31K +$31K +1,526 New
Citigroup
292
Citigroup
New York
$30K – – –
S
293
SignatureFD
Georgia
$27K -$822 -40 -3%
CCA
294
Column Capital Advisors
Indiana
$26K +$1.23K +60 +5%
HI
295
Hudock Inc
Pennsylvania
$24K +$121 +6 +0.5%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$24K +$2.98K +140 +14%
EVM
297
Eaton Vance Management
Massachusetts
$24K +$24K +1,160 New
FA
298
Faithward Advisors
Pennsylvania
$24K +$24K +1,178 New
SIM
299
Sonora Investment Management
Arizona
$22K -$1.08K -52 -5%
HR
300
Howe & Rusling
New York
$22K – – –
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12
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