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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 %
RDWM
301
Red Door Wealth Management
Tennessee
$34K +$34K +1,500 New
CCA
302
Column Capital Advisors
Indiana
$32K +$2.78K +120 +9%
S
303
SignatureFD
Georgia
$30K +$136 +6 +0.5%
SWM
304
Sugarloaf Wealth Management
Georgia
$27K -$41.2K -1,774 -60%
HI
305
Hudock Inc
Pennsylvania
$27K +$91 +4 +0.3%
FA
306
Faithward Advisors
Pennsylvania
$27K +$137 +6 +0.5%
EW
307
Element Wealth
Mississippi
$25K – – –
SIM
308
Sonora Investment Management
Arizona
$24K -$747 -32 -3%
HR
309
Howe & Rusling
New York
$24K – – –
AC
310
Arjuna Capital
North Carolina
$22K +$22K +964 New
CTC
311
Central Trust Company
Missouri
$21K +$21K +924 New
JPLA
312
Joseph P. Lucia & Associates
New York
$20K – – –
TC
313
Truvestments Capital
Florida
$18K -$2.12K -90 -11%
HNB
314
Huntington National Bank
Ohio
$18K -$16K – –
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$17K +$5.26K +240 +45%
FWP
316
FAS Wealth Partners
Kansas
$16K -$6.17K -270 -28%
EDRH
317
Edmond de Rothschild Holding
Switzerland
$16K – – –
CFG
318
CKW Financial Group
Hawaii
$16K +$16K +678 New
TCWA
319
Ten Capital Wealth Advisors
Washington
$16K +$16K +690 New
CAAS
320
Capital Asset Advisory Services
Michigan
$15K – – –
PSIWM
321
Paradigm Strategies in Wealth Management
Minnesota
$15K +$46 +2 +0.3%
CFFP
322
Center for Financial Planning
Michigan
$14K – – –
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$14K +$10.9K +466 +358%
TFS
324
TrustCore Financial Services
Tennessee
$13K -$24.4K -1,102 -65%
VNA
325
Valley National Advisers
Pennsylvania
$13K – – –
11 12
13
14 15