SCHH icon

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 %
EW
301
Element Wealth
Mississippi
$22K +$22K +1,094 New
FWP
302
FAS Wealth Partners
Kansas
$20K +$16.5K +800 +471%
JPLA
303
Joseph P. Lucia & Associates
New York
$18K – – –
TC
304
Truvestments Capital
Florida
$18K +$2.02K +96 +13%
BWM
305
BerganKDV Wealth Management
Minnesota
$17K -$4.83K -230 -22%
HI
306
Human Investing
Oregon
$17K – – –
HNB
307
Huntington National Bank
Ohio
$16K -$15K – –
MF
308
Manchester Financial
California
$16K +$11K +530 +221%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$14K – – –
CAAS
310
Capital Asset Advisory Services
Michigan
$14K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AF
312
Allworth Financial
California
$13K +$12.5K +600 +2,727%
CFFP
313
Center for Financial Planning
Michigan
$13K +$13K +610 New
PSIWM
314
Paradigm Strategies in Wealth Management
Minnesota
$13K +$13K +654 New
OIA
315
Optimum Investment Advisors
Illinois
$12K +$383 +18 +3%
AWA
316
Arkadios Wealth Advisors
Georgia
$12K +$3.31K +162 +38%
APWA
317
Atlas Private Wealth Advisors
New Jersey
$12K +$5.59K +270 +87%
VNA
318
Valley National Advisers
Pennsylvania
$11K – – –
JHCP
319
Jackson Hole Capital Partners
Oklahoma
$11K – – –
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$10K +$112 +6 +1%
NFSG
321
Newbridge Financial Services Group
Florida
$10K +$3.82K +194 +62%
PK
322
Pflug Koory
Nebraska
$10K +$5.25K +248 +111%
PO
323
Private Ocean
California
$9K – – –
CWM
324
Cedar Wealth Management
California
$9K – – –
PGAM
325
Princeton Global Asset Management
New Jersey
$9K +$42 +2 +0.5%
11 12
13
14 15