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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 %
MMHP
301
Murphy Middleton Hinkle & Parker
Georgia
$239K +$17.3K +694 +8%
EWA
302
EP Wealth Advisors
California
$232K +$232K +9,327 New
FWCM
303
Ferguson Wellman Capital Management
Oregon
$230K +$230K +9,256 New
RK
304
Rather & Kittrell
Tennessee
$229K -$46.5K -1,876 -17%
GGS
305
Galvin Gaustad & Stein
Arizona
$224K +$25 +1 +0%
SC
306
Savant Capital
Illinois
$219K +$219K +8,782 New
SAM
307
Stone Asset Management
Texas
$218K +$274 +11 +0.1%
FSWA
308
Financial Synergies Wealth Advisors
Texas
$217K -$9.13K -367 -4%
SFA
309
Sequoia Financial Advisors
Ohio
$216K +$216K +8,687 New
BCM
310
Brookstone Capital Management
Illinois
$214K -$439K -17,566 -67%
HCM
311
Hengehold Capital Management
Ohio
$214K +$7.53K +303 +4%
PAS
312
Park Avenue Securities
New York
$210K +$210K +8,443 New
FRA
313
Frank Rimerman Advisors
California
$208K – – –
TIM
314
Total Investment Management
Arizona
$204K +$796 +32 +0.4%
NF
315
NTB Financial
Colorado
$203K -$497 -20 -0.2%
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$202K +$202K +8,124 New
GRP
317
Global Retirement Partners
California
$201K -$31.7K -1,420 -14%
CIR
318
Clear Investment Research
Georgia
$183K – – –
JPLA
319
Joseph P. Lucia & Associates
New York
$182K +$182K +7,330 New
PB
320
Pinnacle Bancorp
Nebraska
$178K +$53.4K +2,144 +43%
William Blair & Company
321
William Blair & Company
Illinois
$169K +$1.34K +54 +0.8%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$162K -$2.71K -109 -2%
BCM
323
Blume Capital Management
California
$155K +$2.49K +100 +2%
FRA
324
Front Row Advisors
California
$133K -$25 -1 -0%
AA
325
Ancora Advisors
Ohio
$126K +$50 +2 +0%
11 12
13
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