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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 %
GEA
376
Glen Eagle Advisors
New Jersey
$41 +$41 +2 New
SWM
377
Sugarloaf Wealth Management
Georgia
$24 +$15 +1,774 +153%
ABC
378
Associated Banc-Corp
Wisconsin
– -$9.02M -475,316 Closed
ACWM
379
Adams Chetwood Wealth Management
North Carolina
– -$2.7M -142,218 Closed
SP
380
SWS Partners
Ohio
– -$2.64M -138,846 Closed
BA
381
Bridge Advisory
California
– -$2.11M -111,132 Closed
DTIM
382
Danda Trouve Investment Management
Kansas
– -$1.38M -72,518 Closed
FFN
383
Focus Financial Network
Minnesota
– -$767K -40,258 Closed
RCA
384
Reitz Capital Advisors
Michigan
– -$728K -38,326 Closed
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
– -$639K -33,676 Closed
FI
386
FormulaFolio Investments
Michigan
– -$623K -32,806 Closed
HT
387
HAP Trading
New York
– -$603K -31,748 Closed
DSA
388
Droms Strauss Advisors
Missouri
– -$589K -31,116 Closed
Fisher Asset Management
389
Fisher Asset Management
Washington
– -$489K -25,746 Closed
SS
390
Simplicity Solutions
Minnesota
– -$477K -25,110 Closed
RRC
391
Relaxing Retirement Coach
Massachusetts
– -$476K -25,094 Closed
Renaissance Technologies
392
Renaissance Technologies
New York
– -$368K -19,400 Closed
AFAS
393
Acorn Financial Advisory Services
Virginia
– -$354K -18,480 Closed
LWM
394
Laidlaw Wealth Management
New York
– -$219K -11,520 Closed
SFA
395
Sequoia Financial Advisors
Ohio
– -$218K -11,472 Closed
SIS
396
SVB Investment Services
Utah
– -$49K -2,578 Closed
CDIA
397
Capital Directions Investment Advisors
Georgia
– -$30K -1,582 Closed
OSNBOA
398
Old Second National Bank of Aurora
Illinois
– -$27K -1,410 Closed
IA
399
Inspire Advisors
Idaho
– -$21K -1,100 Closed
FPCG
400
Fort Pitt Capital Group
Pennsylvania
– -$21K -1,096 Closed
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