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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 %
NIC
326
Northwest Investment Counselors
Oregon
$118K -$25 -1 -0%
ACA
327
Aptus Capital Advisors
Alabama
$111K +$106K +4,270 +2,135%
Citigroup
328
Citigroup
New York
$109K +$108K +4,345 +12,069%
CPA
329
Cardiff Park Advisors
California
$102K +$75 +3 +0.1%
SPIA
330
Steward Partners Investment Advisory
New York
$100K +$648 +26 +0.7%
DI
331
Disciplined Investments
Oklahoma
$96K -$25 -1 -0%
FFWM
332
Future Financial Wealth Management
Ohio
$95K – – –
BEI
333
Benjamin Edwards Inc
Missouri
$78K +$4.87K +195 +7%
MCC
334
Money Concepts Capital
Florida
$78K +$36.3K +1,452 +87%
GAM
335
Gemmer Asset Management
California
$77K -$25 -1 -0%
VC
336
Vestor Capital
Illinois
$77K +$77K +3,108 New
WOC
337
West Oak Capital
California
$76K -$52.9K -2,122 -41%
LF
338
Lee Financial
Texas
$76K -$8.43K -338 -10%
CIAS
339
Capital Investment Advisory Services
North Carolina
$72K +$323 +13 +0.5%
CFO
340
CVA Family Office
Colorado
$69K -$25 -1 -0%
ADL
341
Asset Dedication LLC
California
$69K +$38.8K +1,551 +129%
DHGWA
342
Dixon Hughes Goodman Wealth Advisors
North Carolina
$64K +$63.2K +2,526 +8,420%
SA
343
SRH Advisors
Kansas
$61K – – –
RCC
344
Red Cedar Capital
Nebraska
$61K +$61K +2,434 New
MFA
345
McClarren Financial Advisors
Pennsylvania
$59K +$25 +1 +0%
APA
346
American Portfolios Advisors
New York
$54.9K +$2.24K +90 +4%
BFC
347
Bedel Financial Consulting
Indiana
$52K +$3.18K +128 +7%
WTC
348
WhitTier Trust Company
Nevada
$50K – – –
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$50K +$30.8K +1,240 +161%
CHA
350
Carmichael Hill & Associates
Maryland
$49K – – –
12 13
14
15 16