SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

464 hedge funds and large institutions have $4.28B invested in Schwab US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 188 increasing their positions, 134 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
7.85%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.22%
New
55
Increased
188
Reduced
134
Closed
51
Calls
$1.03M
Puts
$835K
Net Calls
+$194K
Net Calls Change
-$272K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$638M
2
MGIA
Moneta Group Investment Advisors
Missouri
$73.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$150M
5
OAM
Oak Asset Management
California
$7.86M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$6.52M
2
CSIA
Charles Schwab Investment Advisory
California
$960M
3
TCM
Tradewinds Capital Management
Washington
$9.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$713M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
326
Northwest Investment Counselors
Oregon
$87K -$13.5K -638 -13%
DI
327
Disciplined Investments
Oklahoma
$82K +$42 +2 +0.1%
CPA
328
Cardiff Park Advisors
California
$77K -$9.57K -451 -11%
JPLA
329
Joseph P. Lucia & Associates
New York
$74K -$80.5K -3,820 -52%
CIAS
330
Capital Investment Advisory Services
North Carolina
$74K +$12.7K +598 +21%
WOC
331
West Oak Capital
California
$70K +$6.08K +290 +10%
LF
332
Lee Financial
Texas
$69K +$5.04K +240 +8%
VC
333
Vestor Capital
Illinois
$66K – – –
BEI
334
Benjamin Edwards Inc
Missouri
$61K -$4.92K -233 -7%
LFG
335
Larson Financial Group
Missouri
$61K +$24.1K +1,138 +65%
CFO
336
CVA Family Office
Colorado
$59K +$106 +5 +0.2%
SA
337
SRH Advisors
Kansas
$52K +$191 +9 +0.4%
RCC
338
Red Cedar Capital
Nebraska
$51K – – –
CFD
339
Creative Financial Designs
Indiana
$49K +$18K +862 +58%
WAM
340
Worth Asset Management
Texas
$48K -$2.84M -137,648 -98%
AF
341
Allworth Financial
California
$48K +$30.6K +1,442 +175%
APA
342
American Portfolios Advisors
New York
$46.5K +$21 +1 +0%
TWP
343
TFO Wealth Partners
Ohio
$43K +$43K +2,053 New
CHA
344
Carmichael Hill & Associates
Maryland
$42K – – –
WTC
345
WhitTier Trust Company
Nevada
$42K – – –
OIA
346
Optimum Investment Advisors
Illinois
$41K +$1.45K +69 +4%
SWM
347
Spire Wealth Management
Virginia
$37K -$359K -17,121 -91%
GT
348
Glenmede Trust
Pennsylvania
$37K +$924 +46 +3%
MCC
349
Money Concepts Capital
Florida
$35K -$31.9K -1,490 -48%
MA
350
MUFG Americas
New York
$33K – – –
12 13
14
15 16