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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 %
CDIA
351
Capital Directions Investment Advisors
Georgia
$33K – – –
HCP
352
Hexagon Capital Partners
Arkansas
$31K +$31K +1,462 New
ME
353
McIlrath & Eck
Washington
$30K +$27.3K +1,309 +1,023%
LWP
354
Laurel Wealth Planning
Minnesota
$30K +$30K +1,440 New
TCWM
355
Total Clarity Wealth Management
Illinois
$27K +$27K +1,301 New
COCM
356
Charter Oak Capital Management
New Hampshire
$26K – – –
SWM
357
Sugarloaf Wealth Management
Georgia
$25K – – –
HR
358
Howe & Rusling
New York
$24K +$1.37K +64 +6%
GI
359
Gradient Investments
Minnesota
$24K +$23.5K +1,107 +5,032%
TWA
360
TCI Wealth Advisors
Arizona
$23K – – –
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$144 +7 +0.7%
NSIM
362
North Star Investment Management
Illinois
$21K +$21K +994 New
CT
363
Cambridge Trust
Massachusetts
$21K +$21K +1,000 New
GFPC
364
Global Financial Private Client
Florida
$20K – – –
HC
365
Hoese & Co
Minnesota
$19K – – –
IRC
366
Investors Research Corp
Georgia
$19K +$988 +46 +5%
FHA
367
First Horizon Advisors
Tennessee
$19K +$19K +913 New
LFA
368
Level Financial Advisors
New York
$18K -$448 -21 -2%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$17K -$23.8K -1,172 -58%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$17K -$3.99K -193 -19%
BlackRock
371
BlackRock
New York
$17K – – –
SBL
372
Sargent Bickham Lagudis
Colorado
$17K – – –
HNB
373
Huntington National Bank
Ohio
$17K -$20K – –
MCM
374
MV Capital Management
Maryland
$17K +$17K +808 New
LPP
375
Life Planning Partners
Florida
$16K – – –
13 14
15
16 17