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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 %
VNA
326
Valley National Advisers
Pennsylvania
$13K – – –
OIA
327
Optimum Investment Advisors
Illinois
$13K +$402 +18 +3%
IRC
328
Investors Research Corp
Georgia
$13K +$3.9K +168 +43%
JFA
329
JNBA Financial Advisors
Minnesota
$13K +$13K +550 New
SB
330
Strategic Blueprint
Georgia
$13K +$13K +580 New
JHCP
331
Jackson Hole Capital Partners
Oklahoma
$12K – – –
PK
332
Pflug Koory
Nebraska
$11K – – –
SBL
333
Sargent Bickham Lagudis
Colorado
$11K +$2.81K +122 +34%
BWM
334
BerganKDV Wealth Management
Minnesota
$10K -$8.08K -362 -45%
CWM
335
Cedar Wealth Management
California
$10K – – –
PGAM
336
Princeton Global Asset Management
New Jersey
$10K +$47 +2 +0.5%
PO
337
Private Ocean
California
$10K +$96 +4 +1%
LDFR
338
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
WPA
339
West Paces Advisors
Georgia
$7.1K +$7.1K +310 New
NFSG
340
Newbridge Financial Services Group
Florida
$7K -$4.93K -210 -41%
William Blair & Company
341
William Blair & Company
Illinois
$7K +$3.05K +130 +77%
WWM
342
Wolff Wiese Magana
California
$6K – – –
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$6K – – –
FMP
344
Financial Management Professionals
Texas
$6K +$5.57K +232 +1,289%
KFS
345
Kelly Financial Services
Massachusetts
$6K +$5.88K +568 +4,733%
COCM
346
Charter Oak Capital Management
New Hampshire
$5K – – –
HCM
347
Horrell Capital Management
Arkansas
$5K – – –
ACA
348
Aptus Capital Advisors
Alabama
$5K – – –
BWA
349
BDO Wealth Advisors
Florida
$5K – – –
BAM
350
Bellevue Asset Management
Washington
$5K – – –
12 13
14
15 16