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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 %
IRC
326
Investors Research Corp
Georgia
$8K – – –
SBL
327
Sargent Bickham Lagudis
Colorado
$7K – – –
LDFR
328
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
DSC
329
Duncker Streett & Co
Missouri
$7K – – –
EW
330
Evoke Wealth
California
$6K +$6K +300 New
SIS
331
Sound Income Strategies
Florida
$5.3K +$5.3K +258 New
HCM
332
Horrell Capital Management
Arkansas
$5K – – –
WWM
333
Wolff Wiese Magana
California
$5K – – –
COCM
334
Charter Oak Capital Management
New Hampshire
$5K – – –
PWMG
335
Prestige Wealth Management Group
New Jersey
$5K +$5K +230 New
WP
336
WealthShield Partners
North Carolina
$5K +$5K +250 New
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +262 New
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11K – – –
SWA
339
Sutton Wealth Advisors
Florida
$4.11K +$82 +4 +2%
CG
340
Cutler Group
California
$4K -$16K -800 -80%
BAM
341
Bellevue Asset Management
Washington
$4K – – –
CFGS
342
Concourse Financial Group Securities
Alabama
$4K – – –
ACA
343
Aptus Capital Advisors
Alabama
$4K – – –
CWA
344
Carolina Wealth Advisors
South Carolina
$4K +$4K +172 New
HPC
345
HM Payson & Co
Maine
$4K +$4K +198 New
BWA
346
BDO Wealth Advisors
Florida
$4K +$4K +204 New
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$3K -$39K -1,690 -93%
William Blair & Company
348
William Blair & Company
Illinois
$3K -$5.93K -332 -66%
JPMorgan Chase & Co
349
JPMorgan Chase & Co
New York
$3K -$5.69K -258 -65%
JCM
350
Jacobi Capital Management
Pennsylvania
$3K – – –
12 13
14
15 16