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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 %
AA
276
Ancora Advisors
Ohio
$79K – – –
BFC
277
Bedel Financial Consulting
Indiana
$73K +$138 +6 +0.2%
BEI
278
Benjamin Edwards Inc
Missouri
$66K +$21.9K +964 +50%
BFG
279
Baron Financial Group
New Jersey
$64.7K -$21K -916 -24%
CFO
280
CVA Family Office
Colorado
$64K +$46 +2 +0.1%
WT
281
Whittier Trust
California
$60K – – –
CIAS
282
Capital Investment Advisory Services
North Carolina
$58K – – –
SA
283
SRH Advisors
Kansas
$56K +$139 +6 +0.2%
BW
284
Bison Wealth
Georgia
$54K -$9.18K -400 -15%
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K – – –
MFA
286
McClarren Financial Advisors
Pennsylvania
$50K +$180 +8 +0.4%
LFG
287
Larson Financial Group
Missouri
$46K -$14K -618 -23%
WTC
288
WhitTier Trust Company
Nevada
$46K – – –
LF
289
Lee Financial
Texas
$46K +$4.53K +198 +11%
CHA
290
Carmichael Hill & Associates
Maryland
$45K – – –
APA
291
American Portfolios Advisors
New York
$43.1K +$1.92K +84 +5%
SFP
292
Sterling Financial Planning
New Jersey
$43K -$322 -14 -0.7%
AWA
293
Arkadios Wealth Advisors
Georgia
$42K +$28.8K +1,276 +217%
CFA
294
Carroll Financial Associates
North Carolina
$41K +$40.6K +1,800 +11,250%
SPIA
295
Steward Partners Investment Advisory
New York
$38K -$11.1K -486 -23%
MA
296
MUFG Americas
New York
$37K +$321 +14 +0.9%
ADL
297
Asset Dedication LLC
California
$36K – – –
CDIA
298
Capital Directions Investment Advisors
Georgia
$36K +$36K +1,582 New
TWA
299
TCI Wealth Advisors
Arizona
$34K – – –
Citigroup
300
Citigroup
New York
$34K +$776 +34 +2%
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