SCHH icon

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 %
FWM
351
Focused Wealth Management
New York
$3K – – –
JCM
352
Jacobi Capital Management
Pennsylvania
$3K – – –
SWA
353
SOA Wealth Advisors
New York
$3K +$375 +20 +14%
HFS
354
Hantz Financial Services
Michigan
$3K +$662 +30 +28%
FFA
355
Founders Financial Alliance
North Carolina
$3K +$3K +126 New
ATC
356
Adirondack Trust Company
New York
$3K +$3K +166 New
AWM
357
Atticus Wealth Management
Florida
$2K -$16.1K -984 -89%
WFA
358
West Financial Advisors
Iowa
$2K -$11.2K -606 -85%
CMBA
359
C.M. Bidwell & Associates
Hawaii
$2K – – –
SWM
360
Selective Wealth Management
Virginia
$2K – – –
GM
361
GeoWealth Management
Illinois
$2K +$2K +78 New
GT
362
Glenmede Trust
Pennsylvania
$2K +$2K +104 New
FHA
363
First Horizon Advisors
Tennessee
$2K +$2K +146 New
WIM
364
Westside Investment Management
California
$1.86K +$1.86K +520 New
SL
365
Savior LLC
Massachusetts
$1K – – –
CA
366
Clearstead Advisors
Ohio
$1K – – –
TFGT
367
TS Financial Group (TSFG)
Illinois
$1K – – –
MSFP
368
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
TCM
369
Tradewinds Capital Management
Washington
$1K – – –
EK
370
Evensky & Katz
Florida
$1K +$516 +32 +107%
DWMG
371
DB Wealth Management Group
California
$1K +$1K +32 New
FCB
372
First Command Bank
Texas
$1K +$1K +34 New
FCFS
373
First Command Financial Services
Texas
$1K +$1K +34 New
RF
374
Robbins Farley
New Hampshire
$1K +$1K +60 New
KFS
375
Kelly Financial Services
Massachusetts
$259 – – –
13 14
15
16 17