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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
+$33.8M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$17.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.3M
5
OAM
Oak Asset Management
California
+$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$97M
2
CSIA
Charles Schwab Investment Advisory
California
-$55.4M
3
TCM
Tradewinds Capital Management
Washington
-$23.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$12.6M
5
AWM
Aries Wealth Management
Maine
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
276
Portfolio Solutions
Michigan
$275K -$3.02K -143 -1%
EE
277
EWG Elevate
California
$275K – – –
JFA
278
JNBA Financial Advisors
Minnesota
$273K +$261K +12,374 +2,250%
WW
279
Waterfront Wealth
Kansas
$263K – – –
HFA
280
Highland Financial Advisors
New Jersey
$260K +$260K +12,340 New
GFS
281
GYL Financial Synergies
Connecticut
$258K +$258K +12,241 New
LWM
282
Lyell Wealth Management
California
$256K +$1.66K +79 +0.7%
IWA
283
IVC Wealth Advisors
Pennsylvania
$255K +$43.1K +2,047 +20%
GLA
284
Great Lakes Advisors
Illinois
$252K -$75.7K -3,591 -23%
SFS
285
Summit Financial Strategies
Ohio
$250K -$13.1K -619 -5%
GAM
286
Garrison Asset Management
Arkansas
$250K -$1.8K -85 -0.7%
RMC
287
Regis Management Company
California
$245K – – –
DSA
288
Droms Strauss Advisors
Missouri
$243K -$166K -7,870 -41%
WMS
289
Wealth Management Solutions
Pennsylvania
$240K – – –
ICG
290
InterOcean Capital Group
Tennessee
$239K +$239K +11,348 New
IAN
291
Integrated Advisors Network
Texas
$234K +$7.18K +340 +3%
Wolverine Trading
292
Wolverine Trading
Illinois
$230K +$230K +10,877 New
GRP
293
Global Retirement Partners
California
$229K +$39.5K +1,873 +21%
AT
294
American Trust
Kentucky
$228K +$228K +10,799 New
ZIG
295
Zullo Investment Group
Pennsylvania
$225K -$41.9K -1,991 -16%
RSWM
296
Robertson Stephens Wealth Management
California
$221K – – –
GGS
297
Galvin Gaustad & Stein
Arizona
$219K +$29.7K +1,410 +16%
SC
298
Savant Capital
Illinois
$217K +$31.9K +1,514 +17%
BIA
299
Bigelow Investment Advisors
Maine
$216K -$527 -25 -0.2%
CB
300
Commerce Bank
Missouri
$213K -$126K -6,000 -37%
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