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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 %
ZIG
276
Zullo Investment Group
Pennsylvania
$316K +$51.6K +2,070 +20%
PA
277
Pinnacle Associates
New York
$314K – – –
WW
278
Waterfront Wealth
Kansas
$314K +$34.9K +1,384 +13%
KAS
279
Kestra Advisory Services
Texas
$311K -$36.5K -1,466 -11%
SFS
280
Summit Financial Strategies
Ohio
$310K +$9.48K +381 +3%
1WM
281
1900 Wealth Management
Texas
$307K +$83.4K +3,358 +37%
LWM
282
Lyell Wealth Management
California
$301K +$374 +15 +0.1%
PWMAG
283
Pinnacle Wealth Management Advisory Group
New Jersey
$300K – – –
GAM
284
Garrison Asset Management
Arkansas
$297K +$15.7K +629 +6%
RMC
285
Regis Management Company
California
$289K – – –
NL
286
NWAM LLC
Washington
$286K -$20.2K -810 -7%
WMS
287
Wealth Management Solutions
Pennsylvania
$284K +$3.54K +142 +1%
UB
288
UMB Bank
Missouri
$273K -$7.61K -306 -3%
IAN
289
Integrated Advisors Network
Texas
$267K +$1.14K +46 +0.4%
RSWM
290
Robertson Stephens Wealth Management
California
$261K +$5.62K +226 +2%
BAMG
291
Brand Asset Management Group
Missouri
$256K +$32.4K +1,305 +15%
RF
292
RHS Financial
California
$256K +$256K +10,275 New
BIA
293
Bigelow Investment Advisors
Maine
$255K +$61.9K +2,492 +32%
BBA
294
Braun-Bostich & Associates
Pennsylvania
$255K +$255K +10,226 New
IWA
295
IVC Wealth Advisors
Pennsylvania
$250K +$250K +10,057 New
SC
296
Shearwater Capital
Colorado
$248K -$79.1K -482 -24%
SFS
297
Strategic Financial Services
New York
$244K – – –
CA
298
Cetera Advisors
Colorado
$242K +$2.37K +95 +1%
MA
299
Mangham Associates
Virginia
$240K +$240K +9,734 New
EFG
300
Everhart Financial Group
Ohio
$239K +$2.14K +86 +0.9%
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