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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 %
PWMG
351
Prestige Wealth Management Group
New Jersey
$5K +$43 +2 +0.9%
HFS
352
Hantz Financial Services
Michigan
$5K +$1.73K +72 +53%
RA
353
Resolute Advisors
California
$5K +$5K +220 New
GIA
354
Goodwin Investment Advisory
Georgia
$5K +$5K +234 New
SWA
355
Sutton Wealth Advisors
Florida
$4.63K +$46 +2 +1%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K – – –
RFA
357
Reilly Financial Advisors
California
$4K -$93.1K -3,912 -96%
JCM
358
Jacobi Capital Management
Pennsylvania
$4K – – –
CFGS
359
Concourse Financial Group Securities
Alabama
$4K – – –
FWM
360
Focused Wealth Management
New York
$4K – – –
AAP
361
Arax Advisory Partners
Colorado
$4K +$4K +164 New
EBA
362
Eagle Bay Advisors
New York
$4K +$4K +166 New
VFA
363
Values First Advisors
Tennessee
$4K +$4K +172 New
CIA
364
Choate Investment Advisors
Massachusetts
$4K +$4K +194 New
EVM
365
Eaton Vance Management
Massachusetts
$3K -$18.8K -1,000 -86%
ME
366
McIlrath & Eck
Washington
$3K – – –
FHA
367
First Horizon Advisors
Tennessee
$3K – – –
AWM
368
Atticus Wealth Management
Florida
$3K – – –
FFA
369
Founders Financial Alliance
North Carolina
$3K – – –
SWA
370
SOA Wealth Advisors
New York
$3K – – –
CMBA
371
C.M. Bidwell & Associates
Hawaii
$3K – – –
GI
372
Gradient Investments
Minnesota
$3K +$3K +110 New
WIM
373
Westside Investment Management
California
$2.07K – – –
WFA
374
West Financial Advisors
Iowa
$2K -$571 -24 -22%
GM
375
GeoWealth Management
Illinois
$2K – – –
13 14
15
16 17